Heritage Wealth Management (Ohio)’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
$1.59M Sell
10,872
-350
-3% -$51.1K 0.51% 52
2025
Q1
$1.49M Buy
11,222
+86
+0.8% +$11.4K 0.51% 49
2024
Q4
$1.29M Hold
11,136
0.43% 59
2024
Q3
$1.35M Sell
11,136
-730
-6% -$88.4K 0.44% 61
2024
Q2
$1.19M Buy
+11,866
New +$1.19M 0.4% 66