MCWS
McKinley Carter Wealth Services’s RTX Corp RTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $593K | Sell |
4,058
-209
| -5% | -$30.5K | 0.03% | 196 |
|
|
2025
Q1 | $565K | Buy |
4,267
+186
| +5% | +$24.6K | 0.03% | 195 |
|
|
2024
Q4 | $472K | Buy |
4,081
+66
| +2% | +$7.64K | 0.03% | 202 |
|
|
2024
Q3 | $486K | Sell |
4,015
-8
| -0.2% | -$969 | 0.03% | 211 |
|
|
2024
Q2 | $404K | Hold |
4,023
| – | – | 0.03% | 222 |
|
|
2024
Q1 | $392K | Sell |
4,023
-12
| -0.3% | -$1.17K | 0.03% | 227 |
|
|
2023
Q4 | $340K | Sell |
4,035
-266
| -6% | -$22.4K | 0.02% | 240 |
|
|
2023
Q3 | $310K | Buy |
4,301
+114
| +3% | +$8.21K | 0.02% | 242 |
|
|
2023
Q2 | $410K | Sell |
4,187
-1,059
| -20% | -$104K | 0.03% | 224 |
|
|
2023
Q1 | $514K | Buy |
5,246
+7
| +0.1% | +$686 | 0.04% | 198 |
|
|
2022
Q4 | $529K | Buy |
5,239
+84
| +2% | +$8.48K | 0.04% | 193 |
|
|
2022
Q3 | $422K | Hold |
5,155
| – | – | 0.04% | 200 |
|
|
2022
Q2 | $495K | Buy |
5,155
+141
| +3% | +$13.5K | 0.04% | 195 |
|
|
2022
Q1 | $497K | Buy |
5,014
+60
| +1% | +$5.95K | 0.04% | 201 |
|
|
2021
Q4 | $426K | Sell |
4,954
-425
| -8% | -$36.5K | 0.03% | 206 |
|
|
2021
Q3 | $463K | Buy |
5,379
+347
| +7% | +$29.9K | 0.04% | 193 |
|
|
2021
Q2 | $429K | Sell |
5,032
-115
| -2% | -$9.8K | 0.04% | 204 |
|
|
2021
Q1 | $397K | Buy |
5,147
+33
| +0.6% | +$2.55K | 0.03% | 208 |
|
|
2020
Q4 | $366K | Sell |
5,114
-59
| -1% | -$4.22K | 0.05% | 191 |
|
|
2020
Q3 | $298K | Sell |
5,173
-49,875
| -91% | -$2.87M | 0.07% | 116 |
|
|
2020
Q2 | $3.39M | Buy |
55,048
+26,383
| +92% | +$1.63M | 0.83% | 35 |
|
|
2020
Q1 | $2.7M | Buy |
28,665
+962
| +3% | +$90.7K | 0.81% | 34 |
|
|
2019
Q4 | $4.15M | Buy |
27,703
+34
| +0.1% | +$5.09K | 0.97% | 24 |
|
|
2019
Q3 | $3.78M | Buy |
27,669
+644
| +2% | +$87.9K | 0.97% | 24 |
|
|
2019
Q2 | $3.52M | Sell |
27,025
-470
| -2% | -$61.2K | 0.95% | 28 |
|
|
2019
Q1 | $3.54M | Buy |
27,495
+1,514
| +6% | +$195K | 0.99% | 29 |
|
|
2018
Q4 | $2.77M | Buy |
25,981
+999
| +4% | +$106K | 0.91% | 32 |
|
|
2018
Q3 | $3.49M | Buy |
24,982
+659
| +3% | +$92.1K | 1.04% | 18 |
|
|
2018
Q2 | $3.04M | Sell |
24,323
-1,161
| -5% | -$145K | 0.98% | 23 |
|
|
2018
Q1 | $3.21M | Buy |
25,484
+812
| +3% | +$102K | 1.05% | 16 |
|
|
2017
Q4 | $3.15M | Sell |
24,672
-1,289
| -5% | -$164K | 1.08% | 17 |
|
|
2017
Q3 | $3.01M | Buy |
25,961
+1,419
| +6% | +$165K | 1.16% | 17 |
|
|
2017
Q2 | $3M | Buy |
24,542
+210
| +0.9% | +$25.6K | 1.33% | 16 |
|
|
2017
Q1 | $2.73M | Sell |
24,332
-78
| -0.3% | -$8.75K | 1.27% | 19 |
|
|
2016
Q4 | $2.68M | Sell |
24,410
-9
| -0% | -$987 | 1.35% | 15 |
|
|
2016
Q3 | $2.48M | Buy |
24,419
+1,708
| +8% | +$174K | 1.28% | 19 |
|
|
2016
Q2 | $2.33M | Buy |
22,711
+4,823
| +27% | +$495K | 1.21% | 26 |
|
|
2016
Q1 | $1.79M | Buy |
17,888
+9,242
| +107% | +$925K | 0.99% | 33 |
|
|
2015
Q4 | $831K | Sell |
8,646
-125
| -1% | -$12K | 0.48% | 56 |
|
|
2015
Q3 | $781K | Sell |
8,771
-878
| -9% | -$78.2K | 0.49% | 56 |
|
|
2015
Q2 | $1.07M | Sell |
9,649
-745
| -7% | -$82.6K | 0.58% | 54 |
|
|
2015
Q1 | $1.22M | Buy |
10,394
+436
| +4% | +$51.1K | 0.79% | 43 |
|
|
2014
Q4 | $1.15M | Sell |
9,958
-515
| -5% | -$59.2K | 0.9% | 41 |
|
|
2014
Q3 | $1.11M | Sell |
10,473
-10,669
| -50% | -$1.13M | 1.05% | 36 |
|
|
2014
Q2 | $2.44M | Buy |
21,142
+18
| +0.1% | +$2.08K | 2.58% | 7 |
|
|
2014
Q1 | $2.47M | Buy |
21,124
+4,309
| +26% | +$503K | 2.69% | 6 |
|
|
2013
Q4 | $1.91M | Buy |
16,815
+6,566
| +64% | +$747K | 1.86% | 12 |
|
|
2013
Q3 | $1.11M | Buy |
10,249
+281
| +3% | +$30.3K | 1.31% | 25 |
|
|
2013
Q2 | $926K | Buy |
+9,968
| New | +$926K | 1.4% | 26 |
|