JPWM
Jamison Private Wealth Management’s RTX Corp RTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.43M | Sell |
23,509
-119
| -0.5% | -$17.4K | 0.49% | 57 |
|
|
2025
Q1 | $3.13M | Sell |
23,628
-226
| -0.9% | -$29.9K | 0.48% | 56 |
|
|
2024
Q4 | $2.76M | Buy |
23,854
+26
| +0.1% | +$3.01K | 0.41% | 59 |
|
|
2024
Q3 | $2.89M | Buy |
23,828
+318
| +1% | +$38.5K | 0.44% | 57 |
|
|
2024
Q2 | $2.36M | Buy |
23,510
+808
| +4% | +$81.1K | 0.39% | 59 |
|
|
2024
Q1 | $2.21M | Sell |
22,702
-895
| -4% | -$87.3K | 0.37% | 64 |
|
|
2023
Q4 | $1.99M | Sell |
23,597
-1,016
| -4% | -$85.5K | 0.37% | 67 |
|
|
2023
Q3 | $1.77M | Buy |
+24,613
| New | +$1.77M | 0.37% | 71 |
|