Personal CFO Solutions’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
$288K Buy
2,989
+196
+7% +$18.9K 0.05% 342
2025
Q1
$257K Buy
2,793
+33
+1% +$3.03K 0.05% 358
2024
Q4
$312K Buy
2,760
+77
+3% +$8.71K 0.06% 307
2024
Q3
$292K Buy
2,683
+145
+6% +$15.8K 0.04% 430
2024
Q2
$293K Buy
2,538
+62
+3% +$7.15K 0.05% 391
2024
Q1
$302K Buy
2,476
+541
+28% +$66K 0.05% 393
2023
Q4
$208K Buy
1,935
+28
+1% +$3.02K 0.04% 480
2023
Q3
$200K Sell
1,907
-692
-27% -$72.6K 0.04% 438
2023
Q2
$291K Buy
2,599
+153
+6% +$17.1K 0.06% 338
2023
Q1
$276K Buy
2,446
+313
+15% +$35.3K 0.06% 336
2022
Q4
$233K Buy
+2,133
New +$233K 0.05% 375
2022
Q3
Sell
-2,335
Closed -$265K 465
2022
Q2
$265K Buy
2,335
+588
+34% +$66.7K 0.06% 299
2022
Q1
$264K Buy
1,747
+443
+34% +$66.9K 0.05% 370
2021
Q4
$256K Buy
+1,304
New +$256K 0.05% 371
2020
Q1
Sell
-2,112
Closed -$257K 368
2019
Q4
$257K Sell
2,112
-82
-4% -$9.98K 0.07% 254
2019
Q3
$251K Buy
+2,194
New +$251K 0.1% 230