SVWAG
Sound View Wealth Advisors Group’s RTX Corp RTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.3M | Buy |
43,124
+5,869
| +16% | +$857K | 0.47% | 52 |
|
|
2025
Q1 | $4.93M | Buy |
37,255
+926
| +3% | +$123K | 0.4% | 59 |
|
|
2024
Q4 | $4.2M | Buy |
36,329
+12,118
| +50% | +$1.4M | 0.34% | 66 |
|
|
2024
Q3 | $2.93M | Buy |
24,211
+2,405
| +11% | +$291K | 0.24% | 96 |
|
|
2024
Q2 | $2.19M | Sell |
21,806
-1,364
| -6% | -$137K | 0.23% | 104 |
|
|
2024
Q1 | $2.26M | Sell |
23,170
-1,482
| -6% | -$145K | 0.24% | 101 |
|
|
2023
Q4 | $2.07M | Buy |
24,652
+3,146
| +15% | +$265K | 0.23% | 106 |
|
|
2023
Q3 | $1.55M | Sell |
21,506
-68
| -0.3% | -$4.89K | 0.19% | 109 |
|
|
2023
Q2 | $2.11M | Sell |
21,574
-2,377
| -10% | -$233K | 0.28% | 85 |
|
|
2023
Q1 | $2.35M | Sell |
23,951
-701
| -3% | -$68.6K | 0.32% | 76 |
|
|
2022
Q4 | $2.07M | Buy |
24,652
+6,390
| +35% | +$538K | 0.23% | 106 |
|
|
2022
Q3 | $1.5M | Buy |
18,262
+503
| +3% | +$41.2K | 0.34% | 75 |
|
|
2022
Q2 | $1.71M | Sell |
17,759
-129
| -0.7% | -$12.4K | 0.36% | 72 |
|
|
2022
Q1 | $1.77M | Buy |
17,888
+4,561
| +34% | +$452K | 0.34% | 77 |
|
|
2021
Q4 | $1.15M | Buy |
13,327
+105
| +0.8% | +$9.04K | 0.22% | 110 |
|
|
2021
Q3 | $1.14M | Sell |
13,222
-140
| -1% | -$12K | 0.24% | 106 |
|
|
2021
Q2 | $1.14M | Sell |
13,362
-590
| -4% | -$50.3K | 0.24% | 103 |
|
|
2021
Q1 | $1.08M | Sell |
13,952
-313
| -2% | -$24.2K | 0.25% | 95 |
|
|
2020
Q4 | $1.02M | Sell |
14,265
-2,807
| -16% | -$201K | 0.25% | 95 |
|
|
2020
Q3 | $982K | Sell |
17,072
-3,820
| -18% | -$220K | 0.26% | 94 |
|
|
2020
Q2 | $1.29M | Buy |
20,892
+6,659
| +47% | +$410K | 0.36% | 79 |
|
|
2020
Q1 | $1.34M | Sell |
14,233
-174
| -1% | -$16.4K | 0.46% | 66 |
|
|
2019
Q4 | $2.16M | Sell |
14,407
-439
| -3% | -$65.8K | 0.61% | 53 |
|
|
2019
Q3 | $2.03M | Sell |
14,846
-889
| -6% | -$121K | 0.6% | 53 |
|
|
2019
Q2 | $2.05M | Buy |
+15,735
| New | +$2.05M | 0.61% | 54 |
|