Guardian Wealth Advisors (Minnesota)’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	–	Sell	-4,619	Closed	-$446K	–	79
2025 Q2	$446K	Sell	4,619 -909	-16%	-$83.5K	0.26%	42
2025 Q1	$508K	Sell	5,528 -841	-13%	-$88.9K	0.33%	37
2024 Q4	$720K	Buy	6,369 +75	+1%	+$8.69K	0.46%	30
2024 Q3	$686K	Buy	6,294 +270	+4%	+$29.6K	0.42%	34
2024 Q2	$695K	Sell	6,024 -76	-1%	-$8.74K	0.45%	31
2024 Q1	$744K	Buy	6,100 +144	+2%	+$16.1K	0.48%	31
2023 Q4	$641K	Buy	5,956 +148	+3%	+$14.7K	0.45%	31
2023 Q3	$609K	Buy	5,808 +16	+0.3%	+$1.8K	0.47%	28
2023 Q2	$649K	Buy	5,792 +139	+2%	+$15.2K	0.48%	32
2023 Q1	$638K	Buy	5,653 +439	+8%	+$50.2K	0.5%	31
2022 Q4	$569K	Buy	5,214 +821	+19%	+$92.9K	0.5%	29
2022 Q3	$461K	Buy	4,393 +301	+7%	+$35.9K	0.45%	38
2022 Q2	$465K	Buy	4,092 +710	+21%	+$90.2K	0.43%	38
2022 Q1	$511K	Buy	3,382 +242	+8%	+$37.4K	0.42%	42
2021 Q4	$618K	Buy	3,140 +288	+10%	+$58.5K	0.5%	31
2021 Q3	$561K	Buy	2,852 +18	+0.6%	+$3.79K	0.5%	33
2021 Q2	$561K	Sell	2,834 -33	-1%	-$6.17K	0.49%	38
2021 Q1	$492K	Sell	2,867 -192	-6%	-$31.5K	0.46%	42
2020 Q4	$463K	Buy	+3,059	New	+$438K	0.46%	38