PWP
Principle Wealth Partners’s RTX Corp RTX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $17.8M | Sell |
121,828
-479
| -0.4% | -$69.9K | 1.11% | 16 |
|
2025
Q1 | $16.2M | Sell |
122,307
-789
| -0.6% | -$105K | 1.16% | 18 |
|
2024
Q4 | $14.2M | Sell |
123,096
-664
| -0.5% | -$76.8K | 1% | 24 |
|
2024
Q3 | $15M | Buy |
123,760
+511
| +0.4% | +$61.9K | 1.06% | 23 |
|
2024
Q2 | $12.4M | Sell |
123,249
-1,022
| -0.8% | -$103K | 0.94% | 25 |
|
2024
Q1 | $12.1M | Sell |
124,271
-2,170
| -2% | -$212K | 0.95% | 25 |
|
2023
Q4 | $10.6M | Sell |
126,441
-986
| -0.8% | -$83K | 0.92% | 25 |
|
2023
Q3 | $9.17M | Buy |
127,427
+2,216
| +2% | +$159K | 0.92% | 25 |
|
2023
Q2 | $12.3M | Sell |
125,211
-877
| -0.7% | -$85.9K | 1.23% | 18 |
|
2023
Q1 | $12.3M | Buy |
126,088
+228
| +0.2% | +$22.3K | 1.32% | 16 |
|
2022
Q4 | $12.7M | Sell |
125,860
-3,908
| -3% | -$394K | 1.44% | 14 |
|
2022
Q3 | $10.6K | Buy |
129,768
+844
| +0.7% | +$69 | 1% | 17 |
|
2022
Q2 | $12.4M | Buy |
128,924
+129
| +0.1% | +$12.4K | 1.49% | 14 |
|
2022
Q1 | $12.8M | Sell |
128,795
-58
| -0% | -$5.75K | 1.34% | 13 |
|
2021
Q4 | $11.1M | Buy |
128,853
+606
| +0.5% | +$52.2K | 1.16% | 18 |
|
2021
Q3 | $11M | Buy |
128,247
+802
| +0.6% | +$68.9K | 1.27% | 15 |
|
2021
Q2 | $10.9M | Buy |
127,445
+1,123
| +0.9% | +$95.8K | 1.23% | 17 |
|
2021
Q1 | $9.76M | Buy |
126,322
+2,918
| +2% | +$225K | 1.14% | 18 |
|
2020
Q4 | $8.83M | Buy |
123,404
+68,732
| +126% | +$4.92M | 1.16% | 17 |
|
2020
Q3 | $3.15M | Buy |
54,672
+23,108
| +73% | +$1.33M | 0.88% | 20 |
|
2020
Q2 | $1.95M | Buy |
31,564
+10,946
| +53% | +$675K | 0.57% | 33 |
|
2020
Q1 | $1.95M | Buy |
20,618
+5,948
| +41% | +$561K | 0.73% | 25 |
|
2019
Q4 | $2.2M | Sell |
14,670
-80
| -0.5% | -$12K | 0.7% | 37 |
|
2019
Q3 | $2.01M | Buy |
14,750
+1,613
| +12% | +$220K | 0.7% | 36 |
|
2019
Q2 | $1.71M | Buy |
13,137
+1,180
| +10% | +$154K | 0.88% | 30 |
|
2019
Q1 | $1.54M | Sell |
11,957
-1,030
| -8% | -$133K | 0.88% | 32 |
|
2018
Q4 | $1.38M | Buy |
+12,987
| New | +$1.38M | 1.16% | 27 |
|