Moller Wealth Partners’s T. Rowe Price TROW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $740K | Hold |
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|
2025
Q2 | $695K | Buy |
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|
2025
Q1 | $661K | Hold |
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|
2024
Q4 | $814K | Hold |
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|
2024
Q3 | $784K | Hold |
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|
2024
Q2 | $830K | Hold |
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|
2024
Q1 | $878K | Hold |
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|
2023
Q4 | $775K | Hold |
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|
2023
Q3 | $755K | Hold |
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|
2023
Q2 | $807K | Hold |
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|
2023
Q1 | $813K | Hold |
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|
2022
Q4 | $785K | Hold |
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|
2022
Q3 | $756K | Sell |
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|
2022
Q2 | $840K | Hold |
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|
2022
Q1 | $1.12M | Buy |
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|
2021
Q4 | $1.42M | Hold |
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|
2021
Q3 | $1.42M | Hold |
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|
2021
Q2 | $1.43M | Hold |
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|
2021
Q1 | $1.24M | Hold |
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|
2020
Q4 | $1.09M | Hold |
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|
2020
Q3 | $923K | Hold |
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|
2020
Q2 | $889K | Hold |
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|
2020
Q1 | $703K | Hold |
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|
2019
Q4 | $877K | Hold |
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|
2019
Q3 | $823K | Hold |
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|
2019
Q2 | $790K | Hold |
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|
2019
Q1 | $721K | Hold |
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|
2018
Q4 | $657K | Hold |
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|
2018
Q3 | $786K | Hold |
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|
2018
Q2 | $836K | Hold |
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|
2018
Q1 | $777K | Sell |
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|
2017
Q4 | $839K | Hold |
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|
2017
Q3 | $725K | Hold |
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|
2017
Q2 | $594K | Hold |
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|
2017
Q1 | $545K | Hold |
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|
2016
Q4 | $602K | Hold |
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|
2016
Q3 | $532K | Hold |
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|
2016
Q2 | $584K | Hold |
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|
2016
Q1 | $588K | Hold |
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|
2015
Q4 | $572K | Hold |
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|
2015
Q3 | $556K | Hold |
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|
2015
Q2 | $622K | Hold |
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|
2015
Q1 | $648K | Hold |
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|
2014
Q4 | $687K | Hold |
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|
2014
Q3 | $627K | Hold |
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|
2014
Q2 | $675K | Hold |
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|
2014
Q1 | $659K | Hold |
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|
2013
Q4 | $670K | Hold |
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|
2013
Q3 | $575K | Hold |
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|
2013
Q2 | $586K | Buy |
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