Fortune Financial Advisors’s T Rowe Price TROW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,937
Closed -$454K 123
2024
Q2
$454K Sell
3,937
-84
-2% -$9.69K 0.28% 87
2024
Q1
$490K Buy
4,021
+12
+0.3% +$1.46K 0.31% 88
2023
Q4
$432K Sell
4,009
-121
-3% -$13K 0.3% 83
2023
Q3
$433K Buy
4,130
+9
+0.2% +$944 0.33% 78
2023
Q2
$462K Buy
+4,121
New +$462K 0.35% 74