MWPCG
Measured Wealth Private Client Group’s RTX Corp RTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $496K | Buy |
3,396
+478
| +16% | +$69.8K | 0.15% | 99 |
|
|
2025
Q1 | $387K | Sell |
2,918
-56
| -2% | -$7.42K | 0.12% | 115 |
|
|
2024
Q4 | $344K | Buy |
2,974
+489
| +20% | +$56.6K | 0.11% | 119 |
|
|
2024
Q3 | $301K | Sell |
2,485
-901
| -27% | -$109K | 0.1% | 137 |
|
|
2024
Q2 | $340K | Buy |
3,386
+22
| +0.7% | +$2.21K | 0.12% | 135 |
|
|
2024
Q1 | $328K | Hold |
3,364
| – | – | 0.11% | 139 |
|
|
2023
Q4 | $283K | Sell |
3,364
-442
| -12% | -$37.2K | 0.1% | 142 |
|
|
2023
Q3 | $274K | Sell |
3,806
-290
| -7% | -$20.9K | 0.11% | 133 |
|
|
2023
Q2 | $401K | Hold |
4,096
| – | – | 0.15% | 114 |
|
|
2023
Q1 | $401K | Hold |
4,096
| – | – | 0.15% | 103 |
|
|
2022
Q4 | $413K | Hold |
4,096
| – | – | 0.17% | 83 |
|
|
2022
Q3 | $335K | Hold |
4,096
| – | – | 0.15% | 92 |
|
|
2022
Q2 | $394K | Buy |
4,096
+280
| +7% | +$26.9K | 0.17% | 90 |
|
|
2022
Q1 | $378K | Buy |
3,816
+443
| +13% | +$43.9K | 0.14% | 86 |
|
|
2021
Q4 | $290K | Buy |
3,373
+406
| +14% | +$34.9K | 0.1% | 127 |
|
|
2021
Q3 | $255K | Sell |
2,967
-711
| -19% | -$61.1K | 0.1% | 136 |
|
|
2021
Q2 | $314K | Buy |
3,678
+13
| +0.4% | +$1.11K | 0.1% | 131 |
|
|
2021
Q1 | $283K | Buy |
3,665
+682
| +23% | +$52.7K | 0.1% | 120 |
|
|
2020
Q4 | $213K | Buy |
+2,983
| New | +$213K | 0.09% | 127 |
|
|
2019
Q2 | – | Sell |
-1,820
| Closed | -$235K | – | 215 |
|
|
2019
Q1 | $235K | Buy |
+1,820
| New | +$235K | 0.14% | 154 |
|
|
2018
Q4 | – | Sell |
-60
| Closed | -$8K | – | 571 |
|
|
2018
Q3 | $8K | Buy |
+60
| New | +$8K | ﹤0.01% | 649 |
|