IAM Advisory’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
Q1 | – | Sell |
-1,903
| Closed | -$215K | – | 108 |
|
|
2024
Q4 | $215K | Sell |
1,903
-4
| -0.2% | -$452 | 0.05% | 98 |
|
|
2024
Q3 | $208K | Buy |
1,907
+22
| +1% | +$2.4K | 0.05% | 100 |
|
|
2024
Q2 | $217K | Sell |
1,885
-10
| -0.5% | -$1.15K | 0.06% | 95 |
|
|
2024
Q1 | $231K | Buy |
+1,895
| New | +$231K | 0.06% | 92 |
|