KWM
Kingsview Wealth Management’s T Rowe Price TROW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Sell |
3,199
-37
| -1% | -$3.57K | 0.01% | 931 |
|
|
2025
Q1 | $297K | Sell |
3,236
-140
| -4% | -$12.9K | 0.01% | 895 |
|
|
2024
Q4 | $382K | Buy |
3,376
+3
| +0.1% | +$339 | 0.01% | 821 |
|
|
2024
Q3 | $367K | Sell |
3,373
-294
| -8% | -$32K | 0.01% | 809 |
|
|
2024
Q2 | $423K | Buy |
3,667
+234
| +7% | +$27K | 0.01% | 739 |
|
|
2024
Q1 | $419K | Sell |
3,433
-38
| -1% | -$4.63K | 0.01% | 715 |
|
|
2023
Q4 | $374K | Sell |
3,471
-3,903
| -53% | -$420K | 0.01% | 708 |
|
|
2023
Q3 | $773K | Buy |
7,374
+4,131
| +127% | +$433K | 0.03% | 501 |
|
|
2023
Q2 | $363K | Sell |
3,243
-3,114
| -49% | -$349K | 0.01% | 686 |
|
|
2023
Q1 | $718K | Buy |
6,357
+3,193
| +101% | +$360K | 0.03% | 482 |
|
|
2022
Q4 | $345K | Buy |
3,164
+263
| +9% | +$28.7K | 0.02% | 615 |
|
|
2022
Q3 | $305K | Buy |
+2,901
| New | +$305K | 0.01% | 634 |
|
|
2021
Q1 | – | Sell |
-1,343
| Closed | -$203K | – | 869 |
|
|
2020
Q4 | $203K | Sell |
1,343
-2,187
| -62% | -$331K | 0.01% | 656 |
|
|
2020
Q3 | $453K | Buy |
+3,530
| New | +$453K | 0.04% | 383 |
|