Oak Hill Wealth 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
2024
Q3
Sell
-1,800
Closed -$208K 91
2024
Q2
$208K Buy
+1,800
New +$208K 0.06% 110
2024
Q1
Sell
-2,496
Closed -$269K 84
2023
Q4
$269K Hold
2,496
0.09% 88
2023
Q3
$262K Sell
2,496
-462
-16% -$48.5K 0.1% 87
2023
Q2
$331K Hold
2,958
0.12% 76
2023
Q1
$334K Sell
2,958
-200
-6% -$22.6K 0.13% 79
2022
Q4
$344K Buy
+3,158
New +$344K 0.14% 78