LWM
Liberty Wealth Management’s RTX Corp RTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Buy |
+3,504
| New | +$512K | 0.08% | 124 |
|
|
2025
Q1 | – | Sell |
-3,578
| Closed | -$414K | – | 189 |
|
|
2024
Q4 | $414K | Buy |
3,578
+8
| +0.2% | +$926 | 0.07% | 133 |
|
|
2024
Q3 | $433K | Sell |
3,570
-10,776
| -75% | -$1.31M | 0.07% | 126 |
|
|
2024
Q2 | $353K | Buy |
14,346
+10,908
| +317% | +$268K | 0.06% | 135 |
|
|
2024
Q1 | $335K | Sell |
3,438
-121
| -3% | -$11.8K | 0.07% | 137 |
|
|
2023
Q4 | $299K | Buy |
3,559
+463
| +15% | +$38.9K | 0.06% | 131 |
|
|
2023
Q3 | $223K | Sell |
3,096
-150
| -5% | -$10.8K | 0.06% | 157 |
|
|
2023
Q2 | $416K | Buy |
3,246
+310
| +11% | +$39.7K | 0.1% | 112 |
|
|
2023
Q1 | $287K | Buy |
+2,936
| New | +$287K | 0.06% | 179 |
|
|
2022
Q3 | – | Sell |
-2,099
| Closed | -$201K | – | 157 |
|
|
2022
Q2 | $201K | Sell |
2,099
-12
| -0.6% | -$1.15K | 0.08% | 140 |
|
|
2022
Q1 | $209K | Buy |
+2,111
| New | +$209K | 0.08% | 142 |
|
|
2021
Q4 | – | Sell |
-2,837
| Closed | -$246K | – | 902 |
|
|
2021
Q3 | $246K | Buy |
2,837
+566
| +25% | +$49.1K | 0.09% | 139 |
|
|
2021
Q2 | $194K | Sell |
2,271
-125
| -5% | -$10.7K | 0.08% | 139 |
|
|
2021
Q1 | $160K | Hold |
2,396
| – | – | 0.08% | 131 |
|
|
2020
Q4 | $160K | Buy |
2,396
+125
| +6% | +$8.35K | 0.08% | 130 |
|
|
2020
Q3 | $131K | Buy |
+2,271
| New | +$131K | 0.08% | 134 |
|
|
2020
Q2 | – | Sell |
-1,570
| Closed | -$148K | – | 964 |
|
|
2020
Q1 | $148K | Sell |
1,570
-122
| -7% | -$11.5K | 0.13% | 105 |
|
|
2019
Q4 | $253K | Buy |
1,692
+19
| +1% | +$2.84K | 0.2% | 92 |
|
|
2019
Q3 | $228K | Buy |
1,673
+7
| +0.4% | +$954 | 0.22% | 87 |
|
|
2019
Q2 | $217K | Buy |
1,666
+200
| +14% | +$26.1K | 0.19% | 101 |
|
|
2019
Q1 | $188K | Buy |
1,466
+295
| +25% | +$37.8K | 0.14% | 92 |
|
|
2018
Q4 | $124K | Buy |
+1,171
| New | +$124K | 0.09% | 117 |
|