Heritage Wealth Management (California)’s RTX Corp RTX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$511K Sell
2025
Q1
$465K Sell
2024
Q4
$406K Buy
2024
Q3
$379K Buy
2024
Q2
$313K Sell
2024
Q1
$325K Sell
2023
Q4
$286K Buy