Physician Wealth Advisors’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 | $343K | Buy |
2,347
+93
| +4% | +$13.6K | 0.05% | 130 |
|
2025
Q1 | $299K | Buy |
2,254
+9
| +0.4% | +$1.19K | 0.05% | 136 |
|
2024
Q4 | $260K | Hold |
2,245
| – | – | 0.04% | 150 |
|
2024
Q3 | $281K | Sell |
2,245
-457
| -17% | -$57.1K | 0.05% | 143 |
|
2024
Q2 | $280K | Hold |
2,702
| – | – | 0.05% | 131 |
|
2024
Q1 | $272K | Sell |
2,702
-74
| -3% | -$7.46K | 0.06% | 129 |
|
2023
Q4 | $236K | Buy |
+2,776
| New | +$236K | 0.05% | 142 |
|
2023
Q3 | – | Sell |
-2,598
| Closed | -$256K | – | 153 |
|
2023
Q2 | $256K | Hold |
2,598
| – | – | 0.06% | 131 |
|
2023
Q1 | $270K | Sell |
2,598
-54
| -2% | -$5.62K | 0.07% | 122 |
|
2022
Q4 | $264K | Hold |
2,652
| – | – | 0.07% | 124 |
|
2022
Q3 | $226K | Hold |
2,652
| – | – | 0.07% | 132 |
|
2022
Q2 | $247K | Buy |
2,652
+29
| +1% | +$2.7K | 0.07% | 129 |
|
2022
Q1 | $256K | Hold |
2,623
| – | – | 0.07% | 134 |
|
2021
Q4 | $237K | Hold |
2,623
| – | – | 0.06% | 143 |
|
2021
Q3 | $238K | Hold |
2,623
| – | – | 0.07% | 140 |
|
2021
Q2 | $225K | Sell |
2,623
-16
| -0.6% | -$1.37K | 0.06% | 139 |
|
2021
Q1 | $206K | Buy |
+2,639
| New | +$206K | 0.07% | 138 |
|
2020
Q1 | – | Sell |
-4,190
| Closed | -$401K | – | 117 |
|
2019
Q4 | $401K | Sell |
4,190
-56
| -1% | -$5.36K | 0.18% | 67 |
|
2019
Q3 | $394K | Buy |
+4,246
| New | +$394K | 0.19% | 66 |
|