SWMP
Signature Wealth Management Partners’s RTX Corp RTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Buy |
10,672
+500
| +5% | +$73K | 0.89% | 22 |
|
|
2025
Q1 | $1.35M | Sell |
10,172
-50
| -0.5% | -$6.62K | 0.88% | 22 |
|
|
2024
Q4 | $1.18M | Sell |
10,222
-599
| -6% | -$69.3K | 0.81% | 25 |
|
|
2024
Q3 | $1.31M | Sell |
10,821
-910
| -8% | -$110K | 0.95% | 20 |
|
|
2024
Q2 | $1.18M | Buy |
11,731
+230
| +2% | +$23.1K | 0.9% | 24 |
|
|
2024
Q1 | $1.12M | Buy |
11,501
+436
| +4% | +$42.5K | 0.91% | 24 |
|
|
2023
Q4 | $931K | Buy |
11,065
+750
| +7% | +$63.1K | 0.82% | 26 |
|
|
2023
Q3 | $742K | Buy |
10,315
+1,685
| +20% | +$121K | 0.73% | 32 |
|
|
2023
Q2 | $845K | Sell |
8,630
-359
| -4% | -$35.2K | 0.78% | 30 |
|
|
2023
Q1 | $880K | Buy |
8,989
+50
| +0.6% | +$4.9K | 0.82% | 30 |
|
|
2022
Q4 | $902K | Hold |
8,939
| – | – | 0.89% | 32 |
|
|
2022
Q3 | $732K | Buy |
8,939
+27
| +0.3% | +$2.21K | 0.81% | 37 |
|
|
2022
Q2 | $857K | Sell |
8,912
-125
| -1% | -$12K | 0.88% | 30 |
|
|
2022
Q1 | $895K | Sell |
9,037
-1,512
| -14% | -$150K | 0.76% | 34 |
|
|
2021
Q4 | $908K | Hold |
10,549
| – | – | 0.77% | 34 |
|
|
2021
Q3 | $907K | Hold |
10,549
| – | – | 0.82% | 31 |
|
|
2021
Q2 | $900K | Hold |
10,549
| – | – | 0.82% | 32 |
|
|
2021
Q1 | $815K | Hold |
10,549
| – | – | 0.78% | 34 |
|
|
2020
Q4 | $754K | Buy |
+10,549
| New | +$754K | 0.75% | 33 |
|