Premier Path Wealth Partners’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 | $1.24M | Buy |
12,811
+629
| +5% | +$60.7K | 0.17% | 136 |
|
|
2025
Q1 | $1.12M | Sell |
12,182
-164
| -1% | -$15.1K | 0.17% | 145 |
|
|
2024
Q4 | $1.4M | Buy |
12,346
+57
| +0.5% | +$6.45K | 0.21% | 105 |
|
|
2024
Q3 | $1.34M | Buy |
12,289
+625
| +5% | +$68.1K | 0.21% | 117 |
|
|
2024
Q2 | $1.34M | Buy |
11,664
+416
| +4% | +$48K | 0.23% | 107 |
|
|
2024
Q1 | $1.37M | Buy |
11,248
+2,148
| +24% | +$262K | 0.26% | 97 |
|
|
2023
Q4 | $991K | Buy |
+9,100
| New | +$991K | 0.22% | 118 |
|