EP Wealth Advisors’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 | $874K | Sell |
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|
2025
Q1 | $853K | Buy |
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|
2024
Q4 | $1.01M | Sell |
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|
2024
Q3 | $977K | Buy |
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|
2024
Q2 | $419K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $369K | Sell |
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|
2022
Q1 | $713K | Sell |
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|
2021
Q4 | $993K | Sell |
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|
2021
Q3 | $1.06M | Sell |
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|
2021
Q2 | $1.64M | Sell |
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|
2021
Q1 | $1.56M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $9.68M | Buy |
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|
2014
Q2 | $9.77M | Buy |
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|
2014
Q1 | $8.91M | Buy |
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|
2013
Q4 | $8.41M | Buy |
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|
2013
Q3 | $6.84M | Buy |
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|
2013
Q2 | $6.38M | Buy |
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