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 |
|