MWM
Moran Wealth Management’s T Rowe Price TROW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.65M | Buy |
89,611
+1,736
| +2% | +$168K | 0.27% | 118 |
|
|
2025
Q1 | $8.07M | Buy |
+87,875
| New | +$8.07M | 0.27% | 116 |
|
|
2024
Q4 | – | Sell |
-74,965
| Closed | -$8.17M | – | 458 |
|
|
2024
Q3 | $8.17M | Sell |
74,965
-933
| -1% | -$102K | 0.25% | 126 |
|
|
2024
Q2 | $8.75M | Buy |
75,898
+763
| +1% | +$88K | 0.29% | 118 |
|
|
2024
Q1 | $9.16M | Buy |
75,135
+2,129
| +3% | +$260K | 0.3% | 112 |
|
|
2023
Q4 | $7.86M | Sell |
73,006
-6,781
| -8% | -$730K | 0.28% | 121 |
|
|
2023
Q3 | $8.37M | Buy |
79,787
+529
| +0.7% | +$55.5K | 0.32% | 114 |
|
|
2023
Q2 | $8.88M | Buy |
79,258
+5,156
| +7% | +$578K | 0.33% | 106 |
|
|
2023
Q1 | $8.37M | Buy |
74,102
+22,291
| +43% | +$2.52M | 0.32% | 114 |
|
|
2022
Q4 | $5.65M | Buy |
+51,811
| New | +$5.65M | 0.21% | 135 |
|