Summit Wealth Group’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
$357K Hold
2,446
0.09% 76
2025
Q1
$324K Sell
2,446
-46
-2% -$6.09K 0.09% 77
2024
Q4
$288K Sell
2,492
-24
-1% -$2.77K 0.08% 77
2024
Q3
$305K Hold
2,516
0.09% 76
2024
Q2
$253K Buy
2,516
+15
+0.6% +$1.51K 0.08% 79
2024
Q1
$244K Hold
2,501
0.17% 40
2023
Q4
$210K Buy
+2,501
New +$210K 0.16% 40
2023
Q3
Sell
-2,055
Closed -$201K 63
2023
Q2
$201K Sell
2,055
-199,191
-99% -$19.5M 0.08% 76
2023
Q1
$2K Buy
+201,246
New +$2K 0.05% 100