Mark Sheptoff Financial Planning’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	$4.63K	Hold	48	–	–	﹤0.01%	404
2025 Q1	$4.41K	Hold	48	–	–	﹤0.01%	382
2024 Q4	$5.43K	Hold	48	–	–	﹤0.01%	364
2024 Q3	$5.23K	Hold	48	–	–	﹤0.01%	358
2024 Q2	$5.54K	Hold	48	–	–	﹤0.01%	357
2024 Q1	$5.85K	Hold	48	–	–	﹤0.01%	323
2023 Q4	$5.17K	Hold	48	–	–	﹤0.01%	322
2023 Q3	$5.03K	Hold	48	–	–	﹤0.01%	304
2023 Q2	$5.38K	Hold	48	–	–	﹤0.01%	312
2023 Q1	$5.42K	Hold	48	–	–	﹤0.01%	307
2022 Q4	$5.24K	Hold	48	–	–	﹤0.01%	309
2022 Q3	$5K	Hold	48	–	–	﹤0.01%	295
2022 Q2	$5K	Hold	48	–	–	﹤0.01%	301
2022 Q1	$7K	Hold	48	–	–	﹤0.01%	329
2021 Q4	$9K	Hold	48	–	–	﹤0.01%	329
2021 Q3	$9K	Hold	48	–	–	0.01%	315
2021 Q2	$10K	Hold	48	–	–	0.01%	331
2021 Q1	$8K	Hold	48	–	–	﹤0.01%	301
2020 Q4	$7K	Hold	48	–	–	﹤0.01%	293
2020 Q3	$6K	Hold	48	–	–	﹤0.01%	263
2020 Q2	$6K	Hold	48	–	–	﹤0.01%	291
2020 Q1	$5K	Hold	48	–	–	﹤0.01%	273
2019 Q4	$6K	Hold	48	–	–	﹤0.01%	311
2019 Q3	$5K	Hold	48	–	–	﹤0.01%	306
2019 Q2	$5K	Hold	48	–	–	﹤0.01%	296
2019 Q1	$5K	Hold	48	–	–	﹤0.01%	301
2018 Q4	$4K	Hold	48	–	–	﹤0.01%	290
2018 Q3	$5K	Hold	48	–	–	﹤0.01%	325
2018 Q2	$6K	Hold	48	–	–	﹤0.01%	311
2018 Q1	$5K	Hold	48	–	–	﹤0.01%	332
2017 Q4	$5K	Hold	48	–	–	﹤0.01%	325
2017 Q3	$4K	Hold	48	–	–	﹤0.01%	330
2017 Q2	$4K	Sell	48 -1	-2%	-$83	﹤0.01%	319
2017 Q1	$3K	Buy	49 +1	+2%	+$61	﹤0.01%	327
2016 Q4	$4K	Hold	48	–	–	﹤0.01%	308
2016 Q3	$3K	Hold	48	–	–	﹤0.01%	316
2016 Q2	$4K	Buy	+48	New	+$4K	﹤0.01%	299