AWM
Allen Wealth Management’s T Rowe Price TROW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Buy |
2,477
+50
| +2% | +$4.83K | 0.17% | 57 |
|
|
2025
Q1 | $223K | Sell |
2,427
-430
| -15% | -$39.5K | 0.15% | 58 |
|
|
2024
Q4 | $323K | Sell |
2,857
-100
| -3% | -$11.3K | 0.23% | 46 |
|
|
2024
Q3 | $322K | Sell |
2,957
-162
| -5% | -$17.6K | 0.22% | 48 |
|
|
2024
Q2 | $360K | Sell |
3,119
-120
| -4% | -$13.8K | 0.32% | 45 |
|
|
2024
Q1 | $395K | Sell |
3,239
-600
| -16% | -$73.2K | 0.35% | 44 |
|
|
2023
Q4 | $413K | Buy |
+3,839
| New | +$413K | 0.4% | 37 |
|