Heritage Financial Services’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
$280K Buy
1,920
+34
+2% +$4.97K 0.03% 96
2025
Q1
$250K Buy
+1,886
New +$250K 0.02% 103
2024
Q3
Sell
-2,268
Closed -$228K 114
2024
Q2
$228K Buy
+2,268
New +$228K 0.03% 91
2022
Q3
Sell
-1,488
Closed -$143K 384
2022
Q2
$143K Buy
+1,488
New +$143K 0.08% 89