Wealthcare Advisory Partners’s T Rowe Price TROW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $932K | Buy |
9,663
+5,391
| +126% | +$520K | 0.02% | 498 |
|
|
2025
Q1 | $393K | Sell |
4,272
-134
| -3% | -$12.3K | 0.01% | 649 |
|
|
2024
Q4 | $498K | Sell |
4,406
-969
| -18% | -$110K | 0.01% | 568 |
|
|
2024
Q3 | $585K | Buy |
5,375
+454
| +9% | +$49.5K | 0.02% | 533 |
|
|
2024
Q2 | $567K | Buy |
4,921
+102
| +2% | +$11.8K | 0.02% | 507 |
|
|
2024
Q1 | $588K | Buy |
+4,819
| New | +$588K | 0.02% | 507 |
|
|
2021
Q2 | – | Sell |
-677
| Closed | -$116K | – | 1754 |
|
|
2021
Q1 | $116K | Buy |
+677
| New | +$116K | 0.01% | 629 |
|
|
2020
Q2 | – | Sell |
-278
| Closed | -$27K | – | 1262 |
|
|
2020
Q1 | $27K | Buy |
278
+20
| +8% | +$1.94K | ﹤0.01% | 651 |
|
|
2019
Q4 | $31K | Buy |
258
+1
| +0.4% | +$120 | ﹤0.01% | 651 |
|
|
2019
Q3 | $29K | Buy |
257
+2
| +0.8% | +$226 | ﹤0.01% | 663 |
|
|
2019
Q2 | $28K | Buy |
255
+2
| +0.8% | +$220 | ﹤0.01% | 642 |
|
|
2019
Q1 | $25K | Buy |
253
+2
| +0.8% | +$198 | ﹤0.01% | 610 |
|
|
2018
Q4 | $23K | Buy |
251
+2
| +0.8% | +$183 | ﹤0.01% | 594 |
|
|
2018
Q3 | $27K | Buy |
249
+1
| +0.4% | +$108 | 0.01% | 606 |
|
|
2018
Q2 | $29K | Buy |
248
+2
| +0.8% | +$234 | 0.01% | 581 |
|
|
2018
Q1 | $27K | Buy |
246
+1
| +0.4% | +$110 | 0.01% | 531 |
|
|
2017
Q4 | $26K | Buy |
245
+1
| +0.4% | +$106 | 0.01% | 490 |
|
|
2017
Q3 | $22K | Buy |
+244
| New | +$22K | 0.01% | 417 |
|