Lifeworks 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 | $230K | Buy |
+2,383
| New | +$230K | 0.03% | 289 |
|
|
2025
Q1 | – | Sell |
-1,845
| Closed | -$209K | – | 333 |
|
|
2024
Q4 | $209K | Buy |
+1,845
| New | +$209K | 0.04% | 289 |
|
|
2023
Q4 | – | Sell |
-2,435
| Closed | -$255K | – | 206 |
|
|
2023
Q3 | $255K | Buy |
+2,435
| New | +$255K | 0.1% | 163 |
|