EverSource 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
Q3 | $149K | Sell |
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|
2025
Q2 | $149K | Buy |
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|
2025
Q1 | $98.1K | Sell |
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|
2024
Q4 | $175K | Buy |
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|
2024
Q3 | $43.8K | Sell |
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|
2024
Q2 | $49.1K | Buy |
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|
2024
Q1 | $36.3K | Buy |
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|
2023
Q4 | $18.4K | Buy |
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|
2023
Q3 | $9.75K | Sell |
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|
2023
Q2 | $10.9K | Sell |
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|
2023
Q1 | $22.9K | Sell |
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|
2022
Q4 | $45.1K | Sell |
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|
2022
Q3 | $77K | Sell |
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|
2022
Q2 | $105K | Buy |
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|
2022
Q1 | $20K | Buy |
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|
2021
Q4 | $11K | Buy |
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