MWM
Mission Wealth Management’s RTX Corp RTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.48M | Sell |
23,819
-180
| -0.8% | -$26.3K | 0.07% | 145 |
|
|
2025
Q1 | $3.18M | Buy |
23,999
+215
| +0.9% | +$28.5K | 0.08% | 137 |
|
|
2024
Q4 | $2.75M | Buy |
23,784
+1,353
| +6% | +$157K | 0.06% | 147 |
|
|
2024
Q3 | $2.72M | Sell |
22,431
-153
| -0.7% | -$18.5K | 0.07% | 145 |
|
|
2024
Q2 | $2.27M | Buy |
22,584
+2,720
| +14% | +$273K | 0.06% | 151 |
|
|
2024
Q1 | $1.94M | Buy |
19,864
+1,223
| +7% | +$119K | 0.05% | 183 |
|
|
2023
Q4 | $1.57M | Sell |
18,641
-1,520
| -8% | -$128K | 0.05% | 173 |
|
|
2023
Q3 | $1.45M | Buy |
20,161
+6,508
| +48% | +$468K | 0.05% | 161 |
|
|
2023
Q2 | $1.34M | Buy |
13,653
+1,045
| +8% | +$102K | 0.05% | 177 |
|
|
2023
Q1 | $1.23M | Buy |
12,608
+323
| +3% | +$31.6K | 0.05% | 183 |
|
|
2022
Q4 | $1.24M | Sell |
12,285
-973
| -7% | -$98.2K | 0.06% | 165 |
|
|
2022
Q3 | $1.09M | Buy |
13,258
+1,813
| +16% | +$148K | 0.06% | 168 |
|
|
2022
Q2 | $1.1M | Buy |
11,445
+211
| +2% | +$20.3K | 0.06% | 172 |
|
|
2022
Q1 | $1.11M | Buy |
11,234
+64
| +0.6% | +$6.34K | 0.05% | 172 |
|
|
2021
Q4 | $961K | Buy |
11,170
+931
| +9% | +$80.1K | 0.04% | 191 |
|
|
2021
Q3 | $880K | Buy |
10,239
+2,561
| +33% | +$220K | 0.04% | 187 |
|
|
2021
Q2 | $655K | Sell |
7,678
-605
| -7% | -$51.6K | 0.03% | 234 |
|
|
2021
Q1 | $640K | Buy |
8,283
+221
| +3% | +$17.1K | 0.04% | 215 |
|
|
2020
Q4 | $577K | Buy |
8,062
+343
| +4% | +$24.5K | 0.04% | 204 |
|
|
2020
Q3 | $444K | Buy |
7,719
+141
| +2% | +$8.11K | 0.03% | 215 |
|
|
2020
Q2 | $467K | Buy |
+7,578
| New | +$467K | 0.04% | 191 |
|
|
2020
Q1 | – | Sell |
-2,156
| Closed | -$323K | – | 341 |
|
|
2019
Q4 | $323K | Buy |
2,156
+147
| +7% | +$22K | 0.03% | 243 |
|
|
2019
Q3 | $274K | Buy |
2,009
+49
| +3% | +$6.68K | 0.03% | 250 |
|
|
2019
Q2 | $255K | Sell |
1,960
-519
| -21% | -$67.5K | 0.03% | 258 |
|
|
2019
Q1 | $320K | Sell |
2,479
-444
| -15% | -$57.3K | 0.04% | 217 |
|
|
2018
Q4 | $311K | Buy |
2,923
+603
| +26% | +$64.2K | 0.04% | 193 |
|
|
2018
Q3 | $324K | Sell |
2,320
-12
| -0.5% | -$1.68K | 0.04% | 202 |
|
|
2018
Q2 | $292K | Buy |
+2,332
| New | +$292K | 0.04% | 201 |
|
|
2017
Q3 | – | Sell |
-2,296
| Closed | -$280K | – | 213 |
|
|
2017
Q2 | $280K | Buy |
2,296
+139
| +6% | +$17K | 0.05% | 134 |
|
|
2017
Q1 | $242K | Buy |
+2,157
| New | +$242K | 0.05% | 158 |
|
|
2016
Q1 | – | Sell |
-2,173
| Closed | -$209K | – | 167 |
|
|
2015
Q4 | $209K | Buy |
+2,173
| New | +$209K | 0.06% | 131 |
|
|
2015
Q3 | – | Sell |
-2,141
| Closed | -$251K | – | 150 |
|
|
2015
Q2 | $251K | Buy |
+2,141
| New | +$251K | 0.09% | 111 |
|