Bard Financial Services’s T. Rowe Price TROW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$693K	Buy	6,750 +2,725	+68%	+$286K	0.08%	133
2025 Q2	$388K	Sell	4,025 -200	-5%	-$18.4K	0.05%	157
2025 Q1	$388K	Buy	4,225 +400	+10%	+$42.3K	0.05%	161
2024 Q4	$433K	Hold	3,825	–	–	0.05%	154
2024 Q3	$417K	Sell	3,825 -250	-6%	-$27.4K	0.05%	163
2024 Q2	$470K	Sell	4,075 -250	-6%	-$28.8K	0.05%	155
2024 Q1	$527K	Sell	4,325 -250	-5%	-$27.9K	0.06%	150
2023 Q4	$493K	Sell	4,575 -500	-10%	-$49.8K	0.06%	154
2023 Q3	$532K	Hold	5,075	–	–	0.07%	141
2023 Q2	$569K	Sell	5,075 -125	-2%	-$13.7K	0.04%	201
2023 Q1	$587K	Sell	5,200 -500	-9%	-$57.1K	0.05%	201
2022 Q4	$622K	Buy	5,700 +125	+2%	+$14.1K	0.05%	191
2022 Q3	$585K	Buy	5,575 +1,100	+25%	+$131K	0.05%	182
2022 Q2	$508K	Buy	+4,475	New	+$569K	0.05%	194