Sterling Financial Planning’s RTX Corp RTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $995K | Buy |
12,657
+7,298
| +136% | +$574K | 0.33% | 51 |
|
|
2025
Q1 | $710K | Buy |
5,359
+175
| +3% | +$23.2K | 0.26% | 55 |
|
|
2024
Q4 | $600K | Buy |
5,184
+27
| +0.5% | +$3.12K | 0.22% | 59 |
|
|
2024
Q3 | $625K | Hold |
5,157
| – | – | 0.23% | 61 |
|
|
2024
Q2 | $518K | Hold |
5,157
| – | – | 0.21% | 64 |
|
|
2024
Q1 | $503K | Hold |
5,157
| – | – | 0.2% | 70 |
|
|
2023
Q4 | $434K | Buy |
+5,157
| New | +$434K | 0.19% | 75 |
|
|
2021
Q4 | – | Sell |
-157
| Closed | -$13K | – | 330 |
|
|
2021
Q3 | $13K | Hold |
157
| – | – | 0.01% | 296 |
|
|
2021
Q2 | $13K | Sell |
157
-621
| -80% | -$51.4K | 0.01% | 283 |
|
|
2021
Q1 | $60K | Hold |
778
| – | – | 0.04% | 138 |
|
|
2020
Q4 | $56K | Buy |
+778
| New | +$56K | 0.05% | 134 |
|