Atria Wealth Solutions’s T Rowe Price TROW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $629K | Sell |
6,493
-3,427
| -35% | -$332K | 0.01% | 820 |
|
2025
Q1 | $911K | Buy |
9,920
+46
| +0.5% | +$4.23K | 0.01% | 921 |
|
2024
Q4 | $1.12M | Sell |
9,874
-2,093
| -17% | -$237K | 0.01% | 880 |
|
2024
Q3 | $1.3M | Sell |
11,967
-940
| -7% | -$102K | 0.01% | 812 |
|
2024
Q2 | $1.49M | Buy |
12,907
+1,158
| +10% | +$134K | 0.02% | 733 |
|
2024
Q1 | $1.43M | Buy |
11,749
+3,035
| +35% | +$370K | 0.02% | 750 |
|
2023
Q4 | $939K | Buy |
8,714
+4,119
| +90% | +$444K | 0.01% | 881 |
|
2023
Q3 | $482K | Sell |
4,595
-92
| -2% | -$9.65K | 0.01% | 1137 |
|
2023
Q2 | $525K | Buy |
4,687
+2,553
| +120% | +$286K | 0.01% | 1128 |
|
2023
Q1 | $241K | Buy |
2,134
+103
| +5% | +$11.6K | ﹤0.01% | 1543 |
|
2022
Q4 | $221K | Buy |
+2,031
| New | +$221K | ﹤0.01% | 1536 |
|
2022
Q3 | – | Sell |
-1,805
| Closed | -$205K | – | 1823 |
|
2022
Q2 | $205K | Sell |
1,805
-1,960
| -52% | -$223K | ﹤0.01% | 1419 |
|
2022
Q1 | $570K | Buy |
+3,765
| New | +$570K | 0.01% | 993 |
|