KMWM
Keudell/Morrison Wealth Management’s RTX Corp RTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Buy |
17,248
+1,360
| +9% | +$199K | 0.56% | 33 |
|
|
2025
Q1 | $2.1M | Sell |
15,888
-74
| -0.5% | -$9.8K | 0.5% | 38 |
|
|
2024
Q4 | $1.85M | Sell |
15,962
-108
| -0.7% | -$12.5K | 0.48% | 46 |
|
|
2024
Q3 | $1.95M | Sell |
16,070
-671
| -4% | -$81.3K | 0.53% | 42 |
|
|
2024
Q2 | $1.68M | Sell |
16,741
-303
| -2% | -$30.4K | 0.49% | 43 |
|
|
2024
Q1 | $1.66M | Buy |
17,044
+25
| +0.1% | +$2.44K | 0.5% | 42 |
|
|
2023
Q4 | $1.43M | Sell |
17,019
-559
| -3% | -$47K | 0.47% | 45 |
|
|
2023
Q3 | $1.27M | Sell |
17,578
-204
| -1% | -$14.7K | 0.39% | 52 |
|
|
2023
Q2 | $1.74M | Sell |
17,782
-16
| -0.1% | -$1.57K | 0.5% | 33 |
|
|
2023
Q1 | $1.74M | Sell |
17,798
-754
| -4% | -$73.8K | 0.51% | 33 |
|
|
2022
Q4 | $1.87M | Buy |
18,552
+452
| +2% | +$45.6K | 0.6% | 29 |
|
|
2022
Q3 | $1.48M | Buy |
18,100
+749
| +4% | +$61.3K | 0.55% | 32 |
|
|
2022
Q2 | $1.67M | Sell |
17,351
-641
| -4% | -$61.6K | 0.61% | 32 |
|
|
2022
Q1 | $1.78M | Buy |
17,992
+239
| +1% | +$23.7K | 0.75% | 27 |
|
|
2021
Q4 | $1.53M | Buy |
17,753
+370
| +2% | +$31.8K | 0.6% | 38 |
|
|
2021
Q3 | $1.49M | Sell |
17,383
-123
| -0.7% | -$10.6K | 0.64% | 36 |
|
|
2021
Q2 | $1.49M | Buy |
17,506
+242
| +1% | +$20.6K | 0.82% | 34 |
|
|
2021
Q1 | $1.33M | Buy |
17,264
+3,527
| +26% | +$273K | 0.77% | 40 |
|
|
2020
Q4 | $982K | Buy |
+13,737
| New | +$982K | 0.62% | 49 |
|
|
2020
Q3 | – | Sell |
-9,547
| Closed | -$588K | – | 152 |
|
|
2020
Q2 | $588K | Buy |
9,547
+6,332
| +197% | +$390K | 0.49% | 70 |
|
|
2020
Q1 | $303K | Buy |
3,215
+665
| +26% | +$62.7K | 0.3% | 101 |
|
|
2019
Q4 | $382K | Buy |
2,550
+41
| +2% | +$6.14K | 0.26% | 99 |
|
|
2019
Q3 | $343K | Buy |
2,509
+26
| +1% | +$3.55K | 0.28% | 98 |
|
|
2019
Q2 | $320K | Buy |
2,483
+332
| +15% | +$42.8K | 0.28% | 102 |
|
|
2019
Q1 | $277K | Buy |
+2,151
| New | +$277K | 0.24% | 108 |
|