KWA
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Kingswood Wealth Advisors’s RTX Corp RTX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.75M Sell
32,504
-2,014
-6% -$294K 0.37% 50
2025
Q1
$4.57M Sell
34,518
-4,121
-11% -$546K 0.42% 42
2024
Q4
$4.47M Sell
38,639
-11,631
-23% -$1.35M 0.34% 54
2024
Q3
$6.09M Buy
50,270
+744
+2% +$90.1K 0.43% 44
2024
Q2
$4.97M Buy
49,526
+12,459
+34% +$1.25M 0.45% 40
2024
Q1
$3.62M Sell
37,067
-5,942
-14% -$580K 0.42% 44
2023
Q4
$3.62M Buy
43,009
+13,094
+44% +$1.1M 0.41% 46
2023
Q3
$2.45M Sell
29,915
-770
-3% -$62.9K 0.42% 61
2023
Q2
$3.01M Buy
+30,685
New +$3.01M 0.96% 23