Congress Wealth Management’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
Q2
$12.9M Buy
2025
Q1
$8.15M Sell
2024
Q4
$10.5M Buy
2024
Q3
$9.57M Buy
2024
Q2
$10.1M Buy
2024
Q1
$10.6M Buy
2023
Q4
$8.16M Sell
2023
Q3
$8.87M Buy
2023
Q2
$9.01M Buy
2023
Q1
$8.85M Buy
2022
Q4
$7.69M Buy
2022
Q3
$7.22M Buy
2022
Q2
$7.33M Buy
2022
Q1
$9.5M Buy
2021
Q4
$12.1M Buy