Regent Peak 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
Q1 | $382K | Sell |
2,887
-489
| -14% | -$64.8K | 0.09% | 96 |
|
|
2024
Q4 | $391K | Sell |
3,376
-23
| -0.7% | -$2.66K | 0.09% | 97 |
|
|
2024
Q3 | $412K | Sell |
3,399
-1,703
| -33% | -$206K | 0.09% | 97 |
|
|
2024
Q2 | $512K | Sell |
5,102
-21,368
| -81% | -$2.15M | 0.12% | 85 |
|
|
2024
Q1 | $2.58M | Sell |
26,470
-3,261
| -11% | -$318K | 0.66% | 36 |
|
|
2023
Q4 | $2.5M | Buy |
29,731
+9,602
| +48% | +$808K | 0.68% | 38 |
|
|
2023
Q3 | $1.45M | Buy |
20,129
+2,042
| +11% | +$147K | 0.44% | 49 |
|
|
2023
Q2 | $1.77M | Buy |
18,087
+15,932
| +739% | +$1.56M | 0.52% | 47 |
|
|
2023
Q1 | $211K | Buy |
2,155
+78
| +4% | +$7.64K | 0.07% | 146 |
|
|
2022
Q4 | $210K | Buy |
+2,077
| New | +$210K | 0.07% | 150 |
|
|
2022
Q3 | – | Sell |
-2,305
| Closed | -$221K | – | 159 |
|
|
2022
Q2 | $221K | Buy |
+2,305
| New | +$221K | 0.07% | 144 |
|
|
2021
Q1 | – | Sell |
-1,341
| Closed | -$96K | – | 815 |
|
|
2020
Q4 | $96K | Buy |
+1,341
| New | +$96K | 0.03% | 224 |
|
|
2020
Q3 | – | Sell |
-20,028
| Closed | -$1.23M | – | 136 |
|
|
2020
Q2 | $1.23M | Buy |
+20,028
| New | +$1.23M | 0.56% | 43 |
|
|
2020
Q1 | – | Sell |
-15,389
| Closed | -$1.45M | – | 125 |
|
|
2019
Q4 | $1.45M | Buy |
+15,389
| New | +$1.45M | 0.66% | 27 |
|