SW
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SkyOak Wealth’s RTX Corp RTX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$613K Hold
4,195
0.12% 106
2025
Q1
$556K Hold
4,195
0.12% 111
2024
Q4
$485K Buy
4,195
+374
+10% +$43.3K 0.1% 118
2024
Q3
$463K Sell
3,821
-749
-16% -$90.7K 0.1% 121
2024
Q2
$459K Sell
4,570
-1,733
-27% -$174K 0.11% 124
2024
Q1
$615K Buy
6,303
+1,600
+34% +$156K 0.15% 105
2023
Q4
$396K Sell
4,703
-111
-2% -$9.34K 0.1% 139
2023
Q3
$346K Sell
4,814
-150
-3% -$10.8K 0.1% 139
2023
Q2
$486K Sell
4,964
-99
-2% -$9.7K 0.14% 124
2023
Q1
$496K Buy
5,063
+135
+3% +$13.2K 0.15% 116
2022
Q4
$497K Hold
4,928
0.17% 116
2022
Q3
$403K Hold
4,928
0.14% 124
2022
Q2
$474K Hold
4,928
0.16% 117
2022
Q1
$488K Sell
4,928
-225
-4% -$22.3K 0.14% 133
2021
Q4
$443K Hold
5,153
0.11% 143
2021
Q3
$443K Hold
5,153
0.12% 140
2021
Q2
$440K Hold
5,153
0.12% 141
2021
Q1
$428K Hold
5,153
0.12% 140
2020
Q4
$368K Buy
5,153
+538
+12% +$38.4K 0.11% 146
2020
Q3
$266K Sell
4,615
-1,033
-18% -$59.5K 0.1% 162
2020
Q2
$348K Buy
5,648
+2,685
+91% +$165K 0.13% 162
2020
Q1
$279K Buy
2,963
+579
+24% +$54.5K 0.14% 165
2019
Q4
$357K Buy
+2,384
New +$357K 0.11% 212