Avidian Wealth Enterprises’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 | – | Sell |
-4,229
| Closed | -$389K | – | 574 |
|
|
2025
Q1 | $389K | Buy |
4,229
+170
| +4% | +$15.6K | 0.02% | 363 |
|
|
2024
Q4 | $459K | Buy |
4,059
+1,653
| +69% | +$187K | 0.02% | 313 |
|
|
2024
Q3 | $262K | Buy |
2,406
+16
| +0.7% | +$1.74K | 0.01% | 421 |
|
|
2024
Q2 | $276K | Buy |
2,390
+52
| +2% | +$6K | 0.01% | 398 |
|
|
2024
Q1 | $285K | Buy |
2,338
+22
| +0.9% | +$2.68K | 0.01% | 364 |
|
|
2023
Q4 | $249K | Buy |
2,316
+2
| +0.1% | +$215 | 0.02% | 373 |
|
|
2023
Q3 | $243K | Buy |
2,314
+2
| +0.1% | +$210 | 0.02% | 358 |
|
|
2023
Q2 | $259K | Buy |
+2,312
| New | +$259K | 0.02% | 356 |
|
|
2016
Q2 | – | Sell |
-3,149
| Closed | -$231K | – | 85 |
|
|
2016
Q1 | $231K | Buy |
+3,149
| New | +$231K | 0.12% | 68 |
|