GWAM
Guardian Wealth Advisors (Minnesota)’s T Rowe Price TROW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Sell |
4,619
-909
| -16% | -$87.7K | 0.26% | 42 |
|
|
2025
Q1 | $508K | Sell |
5,528
-841
| -13% | -$77.3K | 0.33% | 37 |
|
|
2024
Q4 | $720K | Buy |
6,369
+75
| +1% | +$8.48K | 0.46% | 30 |
|
|
2024
Q3 | $686K | Buy |
6,294
+270
| +4% | +$29.4K | 0.42% | 34 |
|
|
2024
Q2 | $695K | Sell |
6,024
-76
| -1% | -$8.76K | 0.45% | 31 |
|
|
2024
Q1 | $744K | Buy |
6,100
+144
| +2% | +$17.6K | 0.48% | 31 |
|
|
2023
Q4 | $641K | Buy |
5,956
+148
| +3% | +$15.9K | 0.45% | 31 |
|
|
2023
Q3 | $609K | Buy |
5,808
+16
| +0.3% | +$1.68K | 0.47% | 28 |
|
|
2023
Q2 | $649K | Buy |
5,792
+139
| +2% | +$15.6K | 0.48% | 32 |
|
|
2023
Q1 | $638K | Buy |
5,653
+439
| +8% | +$49.6K | 0.5% | 31 |
|
|
2022
Q4 | $569K | Buy |
5,214
+821
| +19% | +$89.5K | 0.5% | 29 |
|
|
2022
Q3 | $461K | Buy |
4,393
+301
| +7% | +$31.6K | 0.45% | 38 |
|
|
2022
Q2 | $465K | Buy |
4,092
+710
| +21% | +$80.7K | 0.43% | 38 |
|
|
2022
Q1 | $511K | Buy |
3,382
+242
| +8% | +$36.6K | 0.42% | 42 |
|
|
2021
Q4 | $618K | Buy |
3,140
+288
| +10% | +$56.7K | 0.5% | 31 |
|
|
2021
Q3 | $561K | Buy |
2,852
+18
| +0.6% | +$3.54K | 0.5% | 33 |
|
|
2021
Q2 | $561K | Sell |
2,834
-33
| -1% | -$6.53K | 0.49% | 38 |
|
|
2021
Q1 | $492K | Sell |
2,867
-192
| -6% | -$32.9K | 0.46% | 42 |
|
|
2020
Q4 | $463K | Buy |
+3,059
| New | +$463K | 0.46% | 38 |
|