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

Waverly Advisors’s Portfolio TROW Stock Details TROW Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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