EverSource Wealth Advisors’s T Rowe Price TROW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149K | Buy |
1,546
+478
| +45% | +$46.1K | 0.01% | 998 |
|
|
2025
Q1 | $98.1K | Sell |
1,068
-479
| -31% | -$44K | 0.01% | 920 |
|
|
2024
Q4 | $175K | Buy |
1,547
+1,145
| +285% | +$129K | 0.01% | 703 |
|
|
2024
Q3 | $43.8K | Sell |
402
-28
| -7% | -$3.05K | ﹤0.01% | 1124 |
|
|
2024
Q2 | $49.1K | Buy |
430
+99
| +30% | +$11.3K | ﹤0.01% | 1100 |
|
|
2024
Q1 | $36.3K | Buy |
331
+160
| +94% | +$17.5K | ﹤0.01% | 1108 |
|
|
2023
Q4 | $18.4K | Buy |
171
+78
| +84% | +$8.4K | ﹤0.01% | 1272 |
|
|
2023
Q3 | $9.75K | Sell |
93
-4
| -4% | -$419 | ﹤0.01% | 1429 |
|
|
2023
Q2 | $10.9K | Sell |
97
-106
| -52% | -$11.9K | ﹤0.01% | 1399 |
|
|
2023
Q1 | $22.9K | Sell |
203
-211
| -51% | -$23.8K | ﹤0.01% | 1030 |
|
|
2022
Q4 | $45.2K | Sell |
414
-319
| -44% | -$34.8K | 0.01% | 796 |
|
|
2022
Q3 | $77K | Sell |
733
-186
| -20% | -$19.5K | 0.02% | 512 |
|
|
2022
Q2 | $105K | Buy |
919
+789
| +607% | +$90.1K | 0.03% | 364 |
|
|
2022
Q1 | $20K | Buy |
130
+74
| +132% | +$11.4K | 0.01% | 706 |
|
|
2021
Q4 | $11K | Buy |
+56
| New | +$11K | ﹤0.01% | 940 |
|