Caldwell Sutter Capital’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
2026 Q1	$2.7K	Sell	30 -42	-58%	-$4.07K	﹤0.01%	720
2025 Q4	$7.37K	Sell	72 -8	-10%	-$826	﹤0.01%	588
2025 Q3	$8.21K	Sell	80 -25	-24%	-$2.63K	﹤0.01%	582
2025 Q2	$10.1K	Sell	105 -1	-0.9%	-$92	﹤0.01%	537
2025 Q1	$9.74K	Sell	106 -12	-10%	-$1.27K	﹤0.01%	544
2024 Q4	$13.3K	Hold	118	–	–	0.01%	524
2024 Q3	$12.9K	Sell	118 -18	-13%	-$1.98K	0.01%	530
2024 Q2	$15.7K	Sell	136 -125	-48%	-$14.4K	0.01%	510
2024 Q1	$31.8K	Sell	261 -33	-11%	-$3.69K	0.02%	403
2023 Q4	$31.7K	Buy	294 +52	+21%	+$5.18K	0.02%	398
2023 Q3	$25.4K	Buy	242 +4	+2%	+$451	0.01%	402
2023 Q2	$26.7K	Buy	238 +96	+68%	+$10.5K	0.01%	405
2023 Q1	$16K	Buy	+142	New	+$16.2K	0.01%	361