MWM
MinichMacGregor Wealth Management’s RTX Corp RTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Hold |
1,951
| – | – | 0.06% | 98 |
|
|
2025
Q1 | $258K | Hold |
1,951
| – | – | 0.06% | 106 |
|
|
2024
Q4 | $226K | Buy |
1,951
+269
| +16% | +$31.1K | 0.05% | 114 |
|
|
2024
Q3 | $204K | Buy |
+1,682
| New | +$204K | 0.04% | 112 |
|
|
2023
Q3 | – | Sell |
-2,242
| Closed | -$220K | – | 102 |
|
|
2023
Q2 | $220K | Sell |
2,242
-60
| -3% | -$5.88K | 0.07% | 88 |
|
|
2023
Q1 | $225K | Sell |
2,302
-3
| -0.1% | -$294 | 0.07% | 88 |
|
|
2022
Q4 | $233K | Buy |
+2,305
| New | +$233K | 0.08% | 72 |
|
|
2019
Q1 | – | Sell |
-13,958
| Closed | -$1.62M | – | 107 |
|
|
2018
Q4 | $1.62M | Buy |
13,958
+13,471
| +2,766% | +$1.56M | 1.11% | 32 |
|
|
2018
Q3 | $68K | Buy |
487
+16
| +3% | +$2.23K | 0.04% | 107 |
|
|
2018
Q2 | $58K | Sell |
471
-27
| -5% | -$3.33K | 0.04% | 107 |
|
|
2018
Q1 | $62K | Buy |
498
+27
| +6% | +$3.36K | 0.05% | 99 |
|
|
2017
Q4 | $60K | Hold |
471
| – | – | 0.05% | 97 |
|
|
2017
Q3 | $54K | Buy |
471
+50
| +12% | +$5.73K | 0.04% | 99 |
|
|
2017
Q2 | $51K | Sell |
421
-2
| -0.5% | -$242 | 0.04% | 102 |
|
|
2017
Q1 | $47K | Sell |
423
-100
| -19% | -$11.1K | 0.04% | 107 |
|
|
2016
Q4 | $57K | Sell |
523
-16
| -3% | -$1.74K | 0.05% | 96 |
|
|
2016
Q3 | $54K | Sell |
539
-12
| -2% | -$1.2K | 0.05% | 112 |
|
|
2016
Q2 | $56K | Buy |
551
+16
| +3% | +$1.63K | 0.05% | 102 |
|
|
2016
Q1 | $53K | Sell |
535
-132
| -20% | -$13.1K | 0.05% | 102 |
|
|
2015
Q4 | $78K | Buy |
+667
| New | +$78K | 0.07% | 75 |
|