Phillips Wealth Planners’s RTX Corp RTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
9,210
+1,733
| +23% | +$251K | 1.21% | 15 |
|
|
2025
Q1 | $959K | Buy |
7,477
+3,242
| +77% | +$416K | 1.01% | 25 |
|
|
2024
Q4 | $487K | Buy |
4,235
+829
| +24% | +$95.4K | 0.49% | 68 |
|
|
2024
Q3 | $430K | Buy |
3,406
+243
| +8% | +$30.7K | 0.41% | 78 |
|
|
2024
Q2 | $318K | Buy |
3,163
+130
| +4% | +$13.1K | 0.34% | 105 |
|
|
2024
Q1 | $306K | Buy |
3,033
+64
| +2% | +$6.45K | 0.35% | 104 |
|
|
2023
Q4 | $254K | Sell |
2,969
-345
| -10% | -$29.5K | 0.31% | 125 |
|
|
2023
Q3 | $245K | Buy |
+3,314
| New | +$245K | 0.33% | 119 |
|
|
2023
Q2 | – | Sell |
-8,275
| Closed | -$830K | – | 155 |
|
|
2023
Q1 | $830K | Buy |
+8,275
| New | +$830K | 1.1% | 25 |
|