OWA
ORBA Wealth Advisors’s RTX Corp RTX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-2,535
| Closed | -$336K | – | 99 |
|
2025
Q1 | $336K | Hold |
2,535
| – | – | 0.17% | 80 |
|
2024
Q4 | $293K | Hold |
2,535
| – | – | 0.15% | 88 |
|
2024
Q3 | $307K | Sell |
2,535
-235
| -8% | -$28.5K | 0.16% | 91 |
|
2024
Q2 | $278K | Buy |
2,770
+262
| +10% | +$26.3K | 0.14% | 87 |
|
2024
Q1 | $245K | Hold |
2,508
| – | – | 0.14% | 88 |
|
2023
Q4 | $211K | Buy |
+2,508
| New | +$211K | 0.13% | 89 |
|