Heritage Family Offices’s RTX Corp RTX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.69M Buy
+12,833
New +$1.69M 0.85% 29
2025
Q1
Sell
-12,115
Closed -$1.4M 191
2024
Q4
$1.4M Buy
12,115
+101
+0.8% +$11.7K 0.7% 32
2024
Q3
$1.46M Sell
12,014
-161
-1% -$19.5K 0.75% 33
2024
Q2
$1.22M Buy
+12,175
New +$1.22M 0.68% 36