Icon Wealth Advisors’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 |
-2,230
| Closed | -$252K | – | 530 |
|
2024
Q4 | $252K | Buy |
2,230
+254
| +13% | +$28.7K | 0.02% | 331 |
|
2024
Q3 | $215K | Buy |
1,976
+184
| +10% | +$20K | 0.02% | 345 |
|
2024
Q2 | $205K | Buy |
1,792
+733
| +69% | +$83.7K | 0.02% | 328 |
|
2024
Q1 | $129K | Buy |
+1,059
| New | +$129K | 0.01% | 424 |
|