CTWM
Cherry Tree Wealth Management’s T Rowe Price TROW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Buy |
29,100
+655
| +2% | +$63.2K | 0.65% | 40 |
|
|
2025
Q1 | $2.61M | Buy |
28,445
+28,407
| +74,755% | +$2.61M | 0.63% | 41 |
|
|
2024
Q4 | $4.24K | Hold |
38
| – | – | ﹤0.01% | 491 |
|
|
2024
Q3 | $4.09K | Hold |
38
| – | – | ﹤0.01% | 493 |
|
|
2024
Q2 | $4.33K | Hold |
38
| – | – | ﹤0.01% | 473 |
|
|
2024
Q1 | $4.57K | Hold |
38
| – | – | ﹤0.01% | 446 |
|
|
2023
Q4 | $4.04K | Hold |
38
| – | – | ﹤0.01% | 449 |
|
|
2023
Q3 | $3.93K | Hold |
38
| – | – | ﹤0.01% | 431 |
|
|
2023
Q2 | $4.2K | Buy |
+38
| New | +$4.2K | ﹤0.01% | 425 |
|