Householder Group Estate & Retirement Specialist’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
Q4
Sell
-2,947
Closed -$321K 1166
2024
Q3
$321K Buy
2,947
+140
+5% +$15.2K 0.09% 182
2024
Q2
$323K Buy
2,807
+418
+17% +$48.1K 0.09% 181
2024
Q1
$291K Sell
2,389
-235
-9% -$28.7K 0.09% 190
2023
Q4
$282K Buy
2,624
+280
+12% +$30.1K 0.09% 194
2023
Q3
$246K Buy
+2,344
New +$246K 0.09% 189
2023
Q1
$7K Buy
+64
New +$7K ﹤0.01% 894