Wellspring Financial Advisors’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 | $373K | Buy |
2,555
+112
| +5% | +$16.4K | 0.04% | 98 |
|
|
2025
Q1 | $324K | Buy |
2,443
+1
| +0% | +$132 | 0.04% | 91 |
|
|
2024
Q4 | $283K | Sell |
2,442
-341
| -12% | -$39.5K | 0.03% | 101 |
|
|
2024
Q3 | $337K | Buy |
2,783
+515
| +23% | +$62.4K | 0.04% | 106 |
|
|
2024
Q2 | $228K | Buy |
2,268
+125
| +6% | +$12.5K | 0.03% | 129 |
|
|
2024
Q1 | $209K | Buy |
+2,143
| New | +$209K | 0.03% | 126 |
|
|
2023
Q1 | – | Sell |
-3,122
| Closed | -$315K | – | 130 |
|
|
2022
Q4 | $315K | Buy |
+3,122
| New | +$315K | 0.1% | 79 |
|
|
2022
Q2 | – | Sell |
-1,865
| Closed | -$185K | – | 135 |
|
|
2022
Q1 | $185K | Buy |
+1,865
| New | +$185K | 0.05% | 95 |
|