HWA
HHM Wealth Advisors’s T Rowe Price TROW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-7
| Closed | -$792 | – | 1037 |
|
2024
Q4 | $792 | Buy |
+7
| New | +$792 | ﹤0.01% | 878 |
|
2022
Q3 | – | Sell |
-289
| Closed | -$33K | – | 809 |
|
2022
Q2 | $33K | Hold |
289
| – | – | 0.01% | 339 |
|
2022
Q1 | $44K | Hold |
289
| – | – | 0.01% | 330 |
|
2021
Q4 | $57K | Hold |
289
| – | – | 0.01% | 290 |
|
2021
Q3 | $57K | Hold |
289
| – | – | 0.02% | 283 |
|
2021
Q2 | $57K | Hold |
289
| – | – | 0.02% | 283 |
|
2021
Q1 | $50K | Hold |
289
| – | – | 0.02% | 277 |
|
2020
Q4 | $44K | Hold |
289
| – | – | 0.02% | 277 |
|
2020
Q3 | $37K | Hold |
289
| – | – | 0.01% | 254 |
|
2020
Q2 | $36K | Hold |
289
| – | – | 0.02% | 254 |
|
2020
Q1 | $28K | Buy |
+289
| New | +$28K | 0.01% | 267 |
|