Waverly Advisors’s T. Rowe Price TROW Stock Holding History

Waverly Advisors’s Portfolio TROW Stock Details TROW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$230K	Buy
2015 Q4	–	Sell
2015 Q3	$41K	Hold
2015 Q2	$46K	Buy
2015 Q1	$25K	Hold
2014 Q4	$26K	Sell
2014 Q3	$51K	Hold
2014 Q2	$55K	Hold
2014 Q1	$54K	Hold
2013 Q4	$54K	Buy