AA
Apriem Advisors’s T Rowe Price TROW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $416K | Sell |
4,311
-222
| -5% | -$21.4K | 0.04% | 125 |
|
|
2025
Q1 | $417K | Sell |
4,533
-397
| -8% | -$36.5K | 0.05% | 119 |
|
|
2024
Q4 | $558K | Sell |
4,930
-101
| -2% | -$11.4K | 0.06% | 104 |
|
|
2024
Q3 | $548K | Sell |
5,031
-1,336
| -21% | -$146K | 0.06% | 97 |
|
|
2024
Q2 | $734K | Sell |
6,367
-3,135
| -33% | -$362K | 0.09% | 86 |
|
|
2024
Q1 | $1.16M | Buy |
9,502
+264
| +3% | +$32.2K | 0.15% | 73 |
|
|
2023
Q4 | $995K | Sell |
9,238
-8,684
| -48% | -$935K | 0.13% | 73 |
|
|
2023
Q3 | $1.88M | Sell |
17,922
-18,367
| -51% | -$1.93M | 0.28% | 53 |
|
|
2023
Q2 | $4.07M | Sell |
36,289
-13,589
| -27% | -$1.52M | 0.61% | 35 |
|
|
2023
Q1 | $5.63M | Sell |
49,878
-13,291
| -21% | -$1.5M | 0.9% | 30 |
|
|
2022
Q4 | $6.89M | Sell |
63,169
-7,631
| -11% | -$832K | 1.19% | 25 |
|
|
2022
Q3 | $7.44M | Sell |
70,800
-7,054
| -9% | -$741K | 1.34% | 25 |
|
|
2022
Q2 | $8.85M | Buy |
77,854
+5,938
| +8% | +$675K | 1.52% | 23 |
|
|
2022
Q1 | $10.9M | Buy |
71,916
+414
| +0.6% | +$62.6K | 1.6% | 21 |
|
|
2021
Q4 | $14.1M | Sell |
71,502
-35,977
| -33% | -$7.07M | 1.99% | 16 |
|
|
2021
Q3 | $21.1M | Sell |
107,479
-2,696
| -2% | -$530K | 3.03% | 7 |
|
|
2021
Q2 | $21.8M | Sell |
110,175
-3,021
| -3% | -$598K | 3.25% | 6 |
|
|
2021
Q1 | $19.4M | Buy |
113,196
+5,612
| +5% | +$963K | 3.01% | 8 |
|
|
2020
Q4 | $16.3M | Sell |
107,584
-6,524
| -6% | -$988K | 2.9% | 8 |
|
|
2020
Q3 | $14.6M | Buy |
114,108
+1,734
| +2% | +$222K | 2.69% | 10 |
|
|
2020
Q2 | $13.9M | Buy |
112,374
+7,977
| +8% | +$985K | 2.85% | 11 |
|
|
2020
Q1 | $10.2M | Buy |
+104,397
| New | +$10.2M | 2.47% | 13 |
|
|
2016
Q2 | – | Sell |
-101
| Closed | -$7K | – | 643 |
|
|
2016
Q1 | $7K | Buy |
+101
| New | +$7K | ﹤0.01% | 408 |
|