WealthPLAN 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 | $336K | Sell |
2,301
-434
| -16% | -$63.4K | 0.05% | 201 |
|
|
2025
Q1 | $362K | Sell |
2,735
-2
| -0.1% | -$265 | 0.05% | 198 |
|
|
2024
Q4 | $317K | Buy |
2,737
+413
| +18% | +$47.8K | 0.04% | 209 |
|
|
2024
Q3 | $282K | Sell |
2,324
-52
| -2% | -$6.3K | 0.04% | 231 |
|
|
2024
Q2 | $239K | Sell |
2,376
-116
| -5% | -$11.6K | 0.03% | 277 |
|
|
2024
Q1 | $243K | Sell |
2,492
-388
| -13% | -$37.8K | 0.03% | 280 |
|
|
2023
Q4 | $242K | Sell |
2,880
-1,651
| -36% | -$139K | 0.02% | 291 |
|
|
2023
Q3 | $326K | Buy |
4,531
+1,214
| +37% | +$87.4K | 0.04% | 257 |
|
|
2023
Q2 | $325K | Sell |
3,317
-557
| -14% | -$54.6K | 0.05% | 238 |
|
|
2023
Q1 | $379K | Sell |
3,874
-27
| -0.7% | -$2.64K | 0.04% | 225 |
|
|
2022
Q4 | $395K | Buy |
+3,901
| New | +$395K | 0.03% | 282 |
|
|
2022
Q1 | – | Sell |
-69,444
| Closed | -$14.9M | – | 400 |
|
|
2021
Q4 | $14.9M | Buy |
69,444
+65,974
| +1,901% | +$14.1M | 0.98% | 29 |
|
|
2021
Q3 | $295K | Sell |
3,470
-112
| -3% | -$9.52K | 0.02% | 312 |
|
|
2021
Q2 | $317K | Buy |
3,582
+311
| +10% | +$27.5K | 0.02% | 276 |
|
|
2021
Q1 | $275K | Buy |
+3,271
| New | +$275K | 0.02% | 284 |
|
|
2020
Q4 | – | Sell |
-3,282
| Closed | -$210K | – | 340 |
|
|
2020
Q3 | $210K | Buy |
+3,282
| New | +$210K | 0.02% | 290 |
|
|
2016
Q3 | $136K | Sell |
2,131
-2,123
| -50% | -$136K | 0.04% | 194 |
|
|
2016
Q2 | $155K | Buy |
+4,254
| New | +$155K | 0.02% | 465 |
|
|
2015
Q4 | $33.1K | Buy |
+1,220
| New | +$33.1K | 0.01% | 736 |
|
|
2015
Q2 | $25K | Sell |
359
-307
| -46% | -$21.4K | 0.01% | 237 |
|
|
2015
Q1 | $49K | Buy |
+666
| New | +$49K | 0.02% | 241 |
|