Summit Trail 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
Q3 | $1.88M | Buy |
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|
2025
Q2 | $825K | Buy |
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|
2025
Q1 | $665K | Buy |
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|
2024
Q4 | $562K | Buy |
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|
2024
Q3 | $437K | Sell |
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|
2024
Q2 | $464K | Buy |
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|
2024
Q1 | $373K | Buy |
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|
2023
Q4 | $315K | Sell |
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|
2023
Q3 | $377K | Sell |
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|
2023
Q2 | $413K | Buy |
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|
2023
Q1 | $266K | Buy |
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|
2022
Q4 | $252K | Buy |
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|
2022
Q3 | $200K | Sell |
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|
2022
Q2 | $236K | Sell |
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|
2022
Q1 | $611K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $90K | Buy |
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