Phoenix Wealth Advisors’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
Q2 | $212K | Buy |
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|
2025
Q1 | $202K | Buy |
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|
2024
Q4 | $235K | Sell |
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|
2024
Q3 | $233K | Sell |
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|
2024
Q2 | $254K | Buy |
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|
2024
Q1 | $261K | Sell |
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|
2023
Q4 | $237K | Buy |
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|
2023
Q3 | $230K | Buy |
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|
2023
Q2 | $243K | Sell |
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|
2023
Q1 | $258K | Buy |
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|
2022
Q4 | $243K | Buy |
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|
2022
Q3 | $230K | Sell |
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|
2022
Q2 | $249K | Buy |
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|
2022
Q1 | $296K | Buy |
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|
2021
Q4 | $354K | Sell |
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|
2021
Q3 | $432K | Buy |
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|
2021
Q2 | $444K | Buy |
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|
2021
Q1 | $341K | Buy |
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|
2020
Q4 | $233K | Buy |
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