Wealth Management Partners’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 | $643K | Buy |
4,408
+113
| +3% | +$16.5K | 0.23% | 80 |
|
2025
Q1 | $569K | Sell |
4,295
-13
| -0.3% | -$1.72K | 0.26% | 71 |
|
2024
Q4 | $499K | Buy |
+4,308
| New | +$499K | 0.22% | 78 |
|
2024
Q2 | – | Sell |
-2,200
| Closed | -$215K | – | 119 |
|
2024
Q1 | $215K | Buy |
+2,200
| New | +$215K | 0.11% | 110 |
|
2023
Q3 | – | Sell |
-2,850
| Closed | -$279K | – | 121 |
|
2023
Q2 | $279K | Sell |
2,850
-400
| -12% | -$39.2K | 0.18% | 95 |
|
2023
Q1 | $318K | Buy |
3,250
+250
| +8% | +$24.5K | 0.22% | 83 |
|
2022
Q4 | $325K | Hold |
3,000
| – | – | 0.27% | 71 |
|
2022
Q3 | $245K | Hold |
3,000
| – | – | 0.22% | 83 |
|
2022
Q2 | $281K | Hold |
3,000
| – | – | 0.25% | 77 |
|
2022
Q1 | $289K | Hold |
3,000
| – | – | 0.21% | 88 |
|
2021
Q4 | $251K | Sell |
3,000
-907
| -23% | -$75.9K | 0.17% | 95 |
|
2021
Q3 | $336K | Sell |
3,907
-444
| -10% | -$38.2K | 0.25% | 80 |
|
2021
Q2 | $371K | Sell |
4,351
-513
| -11% | -$43.7K | 0.26% | 80 |
|
2021
Q1 | $377K | Sell |
4,864
-249
| -5% | -$19.3K | 0.28% | 72 |
|
2020
Q4 | $344K | Buy |
+5,113
| New | +$344K | 0.27% | 84 |
|