Confluence Wealth Services’s T. Rowe Price TROW Stock Holding History

Confluence Wealth Services’s Portfolio TROW Stock Details TROW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.18M	Buy
2025 Q1	$1.03M	Buy
2024 Q4	$1.23M	Buy
2024 Q3	$1.06M	Sell
2024 Q2	$1.28M	Buy
2024 Q1	$974K	Buy
2023 Q4	$630K	Buy
2023 Q3	$507K	Buy
2023 Q2	$451K	Buy
2023 Q1	$272K	Buy