Heritage Wealth Management (California)’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 | $511K | Sell |
3,497
-10
| -0.3% | -$1.46K | 0.34% | 49 |
|
|
2025
Q1 | $465K | Sell |
3,507
-1
| -0% | -$132 | 0.35% | 51 |
|
|
2024
Q4 | $406K | Buy |
3,508
+376
| +12% | +$43.5K | 0.29% | 53 |
|
|
2024
Q3 | $379K | Buy |
3,132
+10
| +0.3% | +$1.21K | 0.27% | 51 |
|
|
2024
Q2 | $313K | Sell |
3,122
-215
| -6% | -$21.6K | 0.23% | 51 |
|
|
2024
Q1 | $325K | Sell |
3,337
-63
| -2% | -$6.14K | 0.25% | 53 |
|
|
2023
Q4 | $286K | Buy |
+3,400
| New | +$286K | 0.23% | 56 |
|