Waldron Private Wealth’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
$785K Sell
2025
Q2
$792K Sell
2025
Q1
$798K Sell
2024
Q4
$1.13M Buy
2024
Q3
$223K Sell
2024
Q2
$244K Buy
2022
Q2
Sell
2022
Q1
$200K Buy
2021
Q4
$240K Hold
2021
Q3
$240K Buy