Principle Wealth Partners’s T Rowe Price TROW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $881K | Sell |
9,125
-822
| -8% | -$79.3K | 0.06% | 170 |
|
|
2025
Q1 | $914K | Buy |
9,947
+810
| +9% | +$74.4K | 0.07% | 165 |
|
|
2024
Q4 | $1.03M | Hold |
9,137
| – | – | 0.07% | 152 |
|
|
2024
Q3 | $995K | Hold |
9,137
| – | – | 0.07% | 159 |
|
|
2024
Q2 | $1.05M | Hold |
9,137
| – | – | 0.08% | 152 |
|
|
2024
Q1 | $1.11M | Hold |
9,137
| – | – | 0.09% | 150 |
|
|
2023
Q4 | $984K | Buy |
9,137
+150
| +2% | +$16.2K | 0.08% | 155 |
|
|
2023
Q3 | $942K | Hold |
8,987
| – | – | 0.09% | 151 |
|
|
2023
Q2 | $1.01M | Buy |
8,987
+214
| +2% | +$24K | 0.1% | 140 |
|
|
2023
Q1 | $990K | Buy |
+8,773
| New | +$990K | 0.11% | 137 |
|