Kingswood 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 Q2	$219K	Buy	+2,272	New	+$219K	0.02%	673
2025 Q1	–	Sell	-2,214	Closed	-$250K	–	819
2024 Q4	$250K	Buy	+2,214	New	+$250K	0.02%	667