Xcel Wealth Management, LLC RTX Holdings History
Xcel Wealth Management, LLC's RTX Corp Holding Summary
As of 2025-03-31, Xcel Wealth Management, LLC held 9,605.00 shares of RTX Corp(RTX), totaling $1.27 Mil. This investment constitutes 0.4% of their stock portfolio, and Xcel Wealth Management, LLC now holds 0% of the outstanding RTX Corp(RTX) stock.
The initial trade took place in 2020Q3. And since then Xcel Wealth Management, LLC has made 6 purchases of RTX, at an average price of $62.89, for a total of 47,439.00 shares. In addition, there have been 13 sales at an average price of $107.35 for 37,834.00 shares. Based on historical transaction data and RTX's current price of $146.87, Xcel Wealth Management, LLC's estimated gain on his RTX holdings is $2.49 Mil, reflecting a 83.43% gain to date.
Xcel Wealth Management, LLC RTX ($146.87) Holding Chart
Xcel Wealth Management, LLC RTX ($146.87) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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