JWM
Janiczek Wealth Management’s T Rowe Price TROW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $325K | Buy |
2,819
+259
| +10% | +$29.9K | 0.07% | 118 |
|
|
2024
Q1 | $312K | Buy |
2,560
+1,272
| +99% | +$155K | 0.07% | 128 |
|
|
2023
Q4 | $139K | Buy |
1,288
+423
| +49% | +$45.6K | 0.03% | 224 |
|
|
2023
Q3 | $90.7K | Sell |
865
-60
| -6% | -$6.29K | 0.02% | 259 |
|
|
2023
Q2 | $104K | Sell |
925
-75
| -8% | -$8.4K | 0.03% | 213 |
|
|
2023
Q1 | $113K | Buy |
1,000
+387
| +63% | +$43.8K | 0.03% | 196 |
|
|
2022
Q4 | $73.3K | Sell |
613
-212
| -26% | -$25.3K | 0.02% | 260 |
|
|
2022
Q3 | $87K | Sell |
825
-729
| -47% | -$76.9K | 0.03% | 223 |
|
|
2022
Q2 | $192K | Buy |
1,554
+276
| +22% | +$34.1K | 0.06% | 107 |
|
|
2022
Q1 | $193K | Sell |
1,278
-743
| -37% | -$112K | 0.05% | 122 |
|
|
2021
Q4 | $397K | Buy |
2,021
+141
| +8% | +$27.7K | 0.12% | 57 |
|
|
2021
Q3 | $370K | Buy |
1,880
+618
| +49% | +$122K | 0.13% | 53 |
|
|
2021
Q2 | $250K | Buy |
1,262
+71
| +6% | +$14.1K | 0.09% | 64 |
|
|
2021
Q1 | $204K | Buy |
1,191
+496
| +71% | +$85K | 0.08% | 67 |
|
|
2020
Q4 | $105K | Buy |
695
+578
| +494% | +$87.3K | 0.05% | 102 |
|
|
2020
Q3 | $15K | Buy |
117
+100
| +588% | +$12.8K | 0.01% | 187 |
|
|
2020
Q2 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 306 |
|