GeoWealth Management’s T Rowe Price TROW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$19.3K	Buy	+200	New	+$19.3K	﹤0.01%	1064
2025 Q1	–	Sell	-408	Closed	-$46.1K	–	1747
2024 Q4	$46.1K	Sell	408 -51	-11%	-$5.77K	﹤0.01%	1193
2024 Q3	$50K	Buy	+459	New	+$50K	﹤0.01%	1071