MWP
Moller Wealth Partners’s T Rowe Price TROW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $695K | Buy |
7,205
+5
| +0.1% | +$483 | 0.15% | 41 |
|
|
2025
Q1 | $661K | Hold |
7,200
| – | – | 0.16% | 40 |
|
|
2024
Q4 | $814K | Hold |
7,200
| – | – | 0.21% | 36 |
|
|
2024
Q3 | $784K | Hold |
7,200
| – | – | 0.2% | 36 |
|
|
2024
Q2 | $830K | Hold |
7,200
| – | – | 0.22% | 34 |
|
|
2024
Q1 | $878K | Hold |
7,200
| – | – | 0.24% | 33 |
|
|
2023
Q4 | $775K | Hold |
7,200
| – | – | 0.22% | 35 |
|
|
2023
Q3 | $755K | Hold |
7,200
| – | – | 0.24% | 34 |
|
|
2023
Q2 | $807K | Hold |
7,200
| – | – | 0.25% | 33 |
|
|
2023
Q1 | $813K | Hold |
7,200
| – | – | 0.25% | 32 |
|
|
2022
Q4 | $785K | Hold |
7,200
| – | – | 0.25% | 33 |
|
|
2022
Q3 | $756K | Sell |
7,200
-192
| -3% | -$20.2K | 0.27% | 32 |
|
|
2022
Q2 | $840K | Hold |
7,392
| – | – | 0.28% | 32 |
|
|
2022
Q1 | $1.12M | Buy |
7,392
+192
| +3% | +$29K | 0.35% | 29 |
|
|
2021
Q4 | $1.42M | Hold |
7,200
| – | – | 0.45% | 26 |
|
|
2021
Q3 | $1.42M | Hold |
7,200
| – | – | 0.47% | 26 |
|
|
2021
Q2 | $1.43M | Hold |
7,200
| – | – | 0.47% | 26 |
|
|
2021
Q1 | $1.24M | Hold |
7,200
| – | – | 0.43% | 26 |
|
|
2020
Q4 | $1.09M | Hold |
7,200
| – | – | 0.45% | 29 |
|
|
2020
Q3 | $923K | Hold |
7,200
| – | – | 0.41% | 28 |
|
|
2020
Q2 | $889K | Hold |
7,200
| – | – | 0.39% | 30 |
|
|
2020
Q1 | $703K | Hold |
7,200
| – | – | 0.36% | 30 |
|
|
2019
Q4 | $877K | Hold |
7,200
| – | – | 0.39% | 32 |
|
|
2019
Q3 | $823K | Hold |
7,200
| – | – | 0.4% | 30 |
|
|
2019
Q2 | $790K | Hold |
7,200
| – | – | 0.4% | 32 |
|
|
2019
Q1 | $721K | Hold |
7,200
| – | – | 0.32% | 27 |
|
|
2018
Q4 | $657K | Hold |
7,200
| – | – | 0.43% | 33 |
|
|
2018
Q3 | $786K | Hold |
7,200
| – | – | 0.34% | 22 |
|
|
2018
Q2 | $836K | Hold |
7,200
| – | – | 0.32% | 25 |
|
|
2018
Q1 | $777K | Sell |
7,200
-800
| -10% | -$86.3K | 0.34% | 24 |
|
|
2017
Q4 | $839K | Hold |
8,000
| – | – | 0.32% | 26 |
|
|
2017
Q3 | $725K | Hold |
8,000
| – | – | 0.28% | 27 |
|
|
2017
Q2 | $594K | Hold |
8,000
| – | – | 0.25% | 32 |
|
|
2017
Q1 | $545K | Hold |
8,000
| – | – | 0.24% | 34 |
|
|
2016
Q4 | $602K | Hold |
8,000
| – | – | 0.3% | 31 |
|
|
2016
Q3 | $532K | Hold |
8,000
| – | – | 0.24% | 33 |
|
|
2016
Q2 | $584K | Hold |
8,000
| – | – | 0.29% | 31 |
|
|
2016
Q1 | $588K | Hold |
8,000
| – | – | 0.35% | 29 |
|
|
2015
Q4 | $572K | Hold |
8,000
| – | – | 0.32% | 29 |
|
|
2015
Q3 | $556K | Hold |
8,000
| – | – | 0.52% | 26 |
|
|
2015
Q2 | $622K | Hold |
8,000
| – | – | 0.28% | 32 |
|
|
2015
Q1 | $648K | Hold |
8,000
| – | – | 0.3% | 30 |
|
|
2014
Q4 | $687K | Hold |
8,000
| – | – | 0.34% | 29 |
|
|
2014
Q3 | $627K | Hold |
8,000
| – | – | 0.3% | 34 |
|
|
2014
Q2 | $675K | Hold |
8,000
| – | – | 0.31% | 33 |
|
|
2014
Q1 | $659K | Hold |
8,000
| – | – | 0.34% | 34 |
|
|
2013
Q4 | $670K | Hold |
8,000
| – | – | 0.36% | 33 |
|
|
2013
Q3 | $575K | Hold |
8,000
| – | – | 0.36% | 34 |
|
|
2013
Q2 | $586K | Buy |
+8,000
| New | +$586K | 0.43% | 33 |
|