Iams Wealth Management’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 | $688K | Sell |
4,712
-295
| -6% | -$43.1K | 0.32% | 87 |
|
|
2025
Q1 | $663K | Sell |
5,007
-288
| -5% | -$38.2K | 0.3% | 90 |
|
|
2024
Q4 | $613K | Sell |
5,295
-163
| -3% | -$18.9K | 0.28% | 92 |
|
|
2024
Q3 | $661K | Sell |
5,458
-99
| -2% | -$12K | 0.32% | 84 |
|
|
2024
Q2 | $558K | Sell |
5,557
-799
| -13% | -$80.2K | 0.31% | 90 |
|
|
2024
Q1 | $572K | Buy |
6,356
+640
| +11% | +$57.5K | 0.35% | 77 |
|
|
2023
Q4 | $481K | Buy |
5,716
+152
| +3% | +$12.8K | 0.31% | 83 |
|
|
2023
Q3 | $400K | Buy |
+5,564
| New | +$400K | 0.28% | 87 |
|
|
2023
Q2 | – | Sell |
-4,402
| Closed | -$429K | – | 111 |
|
|
2023
Q1 | $429K | Buy |
4,402
+1,578
| +56% | +$154K | 0.36% | 79 |
|
|
2022
Q4 | $285K | Buy |
+2,824
| New | +$285K | 0.29% | 82 |
|