Transform Wealth’s RTX Corp RTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $453K | Sell |
3,417
-289
| -8% | -$36.6K | 0.03% | 180 |
|
|
2024
Q4 | $429K | Sell |
3,706
-64
| -2% | -$7.73K | 0.02% | 197 |
|
|
2024
Q3 | $457K | Hold |
3,770
| – | – | 0.03% | 156 |
|
|
2024
Q2 | $378K | Sell |
3,770
-42
| -1% | -$4.34K | 0.03% | 163 |
|
|
2024
Q1 | $372K | Sell |
3,812
-319
| -8% | -$28.8K | 0.04% | 169 |
|
|
2023
Q4 | $348K | Sell |
4,131
-6,676
| -62% | -$528K | 0.03% | 196 |
|
|
2023
Q3 | $778K | Sell |
10,807
-1,696
| -14% | -$145K | 0.08% | 138 |
|
|
2023
Q2 | $1.22M | Sell |
12,503
-7
| -0.1% | -$685 | 0.11% | 128 |
|
|
2023
Q1 | $1.23M | Buy |
12,510
+4,206
| +51% | +$414K | 0.12% | 122 |
|
|
2022
Q4 | $838K | Sell |
8,304
-328
| -4% | -$30.9K | 0.09% | 127 |
|
|
2022
Q3 | $707K | Buy |
8,632
+255
| +3% | +$23.1K | 0.09% | 107 |
|
|
2022
Q2 | $805K | Sell |
8,377
-424
| -5% | -$40.8K | 0.12% | 105 |
|
|
2022
Q1 | $872K | Buy |
8,801
+163
| +2% | +$15.4K | 0.1% | 119 |
|
|
2021
Q4 | $743K | Sell |
8,638
-632
| -7% | -$55.1K | 0.08% | 133 |
|
|
2021
Q3 | $797K | Sell |
9,270
-22
| -0.2% | -$1.88K | 0.09% | 129 |
|
|
2021
Q2 | $793K | Buy |
9,292
+3,020
| +48% | +$254K | 0.1% | 139 |
|
|
2021
Q1 | $485K | Sell |
6,272
-30
| -0.5% | -$2.19K | 0.1% | 158 |
|
|
2020
Q4 | $451K | Sell |
6,302
-7,072
| -53% | -$465K | 0.09% | 156 |
|
|
2020
Q3 | $770K | Buy |
13,374
+446
| +3% | +$27.2K | 0.12% | 116 |
|
|
2020
Q2 | $797K | Sell |
12,928
-19,975
| -61% | -$1.25M | 0.14% | 108 |
|
|
2020
Q1 | $1.95M | Sell |
32,903
-1,040
| -3% | -$88K | 0.42% | 84 |
|
|
2019
Q4 | $3.2M | Buy |
33,943
+383
| +1% | +$34.7K | 0.51% | 69 |
|
|
2019
Q3 | $2.88M | Buy |
33,560
+4,022
| +14% | +$334K | 0.51% | 71 |
|
|
2019
Q2 | $2.42M | Sell |
29,538
-2,008
| -6% | -$168K | 0.36% | 88 |
|
|
2019
Q1 | $2.56M | Buy |
31,546
+13,765
| +77% | +$1.05M | 0.48% | 79 |
|
|
2018
Q4 | $1.19M | Sell |
17,781
-4,004
| -18% | -$314K | 0.25% | 103 |
|
|
2018
Q3 | $1.92M | Buy |
21,785
+3,496
| +19% | +$294K | 0.33% | 93 |
|
|
2018
Q2 | $1.44M | Sell |
18,289
-4,291
| -19% | -$336K | 0.26% | 111 |
|
|
2018
Q1 | $1.79M | Hold |
22,580
| – | – | 0.34% | 94 |
|
|
2017
Q4 | $1.81M | Buy |
22,580
+16,431
| +267% | +$1.25M | 0.33% | 95 |
|
|
2017
Q3 | $449K | Buy |
+6,149
| New | +$455K | 0.16% | 154 |
|
|
2017
Q2 | – | Sell |
-27,943
| Closed | -$1.97M | – | 142 |
|
|
2017
Q1 | $1.97M | Buy |
27,943
+1,694
| +6% | +$119K | 0.74% | 31 |
|
|
2016
Q4 | $1.81M | Buy |
26,249
+1,330
| +5% | +$88.2K | 0.72% | 33 |
|
|
2016
Q3 | $1.59M | Buy |
24,919
+877
| +4% | +$58.2K | 0.68% | 37 |
|
|
2016
Q2 | $1.55M | Buy |
+24,042
| New | +$1.54M | 0.65% | 42 |
|
Other funds holding RTX
Transform Wealth's RTX Position: Q1 2025 in Review
Transform Wealth reduced its RTX Corp (RTX) stake by 7.8% in Q1 2025, selling an estimated $36.6K and leaving 3,417 shares worth $453K. The position accounts for 0.03% of the portfolio, ranked #180.
Transform Wealth first reported a position in RTX in Q2 2016 and has held it in 35 quarters since. The position peaked at $3.2M in Q4 2019. 2,914 funds tracked by Wall St. Rank hold RTX as of Q1 2025.
- Transform Wealth held 3,417 shares of RTX Corp worth $453K as of Q1 2025.
- Transform Wealth sold 289 RTX Corp shares in Q1 2025, an estimated $36.6K.
- RTX Corp made up 0.03% of Transform Wealth's portfolio in Q1 2025, its #180 holding.
- Transform Wealth first reported a position in RTX Corp in Q2 2016 and has held it in 35 quarters since.
- Transform Wealth's RTX Corp position peaked at $3.2M in Q4 2019.
- 2,914 funds tracked by Wall St. Rank held RTX Corp as of Q1 2025.
Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.