XWM
Xcel Wealth Management’s RTX Corp RTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
9,327
-278
| -3% | -$40.6K | 0.39% | 56 |
|
|
2025
Q1 | $1.27M | Sell |
9,605
-13,425
| -58% | -$1.78M | 0.4% | 56 |
|
|
2024
Q4 | $2.67M | Sell |
23,030
-515
| -2% | -$59.6K | 0.74% | 32 |
|
|
2024
Q3 | $2.85M | Sell |
23,545
-2,535
| -10% | -$307K | 0.83% | 32 |
|
|
2024
Q2 | $2.62M | Sell |
26,080
-1,440
| -5% | -$145K | 0.82% | 31 |
|
|
2024
Q1 | $2.68M | Sell |
27,520
-255
| -0.9% | -$24.9K | 0.84% | 30 |
|
|
2023
Q4 | $2.34M | Sell |
27,775
-342
| -1% | -$28.8K | 0.82% | 31 |
|
|
2023
Q3 | $2.02M | Sell |
28,117
-1,496
| -5% | -$108K | 0.8% | 33 |
|
|
2023
Q2 | $2.9M | Sell |
29,613
-2,108
| -7% | -$207K | 0.92% | 30 |
|
|
2023
Q1 | $3.11M | Sell |
31,721
-74
| -0.2% | -$7.25K | 1.09% | 26 |
|
|
2022
Q4 | $3.21M | Sell |
31,795
-10,071
| -24% | -$1.02M | 1.26% | 22 |
|
|
2022
Q3 | $3.43M | Buy |
41,866
+724
| +2% | +$59.3K | 1.28% | 26 |
|
|
2022
Q2 | $3.95M | Buy |
41,142
+157
| +0.4% | +$15.1K | 1.44% | 19 |
|
|
2022
Q1 | $4.06M | Sell |
40,985
-5,298
| -11% | -$525K | 1.11% | 26 |
|
|
2021
Q4 | $3.98M | Buy |
46,283
+742
| +2% | +$63.9K | 1.02% | 28 |
|
|
2021
Q3 | $3.92M | Hold |
45,541
| – | – | 1.14% | 29 |
|
|
2021
Q2 | $3.89M | Buy |
45,541
+16
| +0% | +$1.37K | 1.17% | 26 |
|
|
2021
Q1 | $3.52M | Buy |
45,525
+3,923
| +9% | +$303K | 1.25% | 27 |
|
|
2020
Q4 | $2.97M | Sell |
41,602
-275
| -0.7% | -$19.7K | 1.28% | 24 |
|
|
2020
Q3 | $2.41M | Buy |
+41,877
| New | +$2.41M | 1.24% | 29 |
|