Wealthspire Advisors (New York)’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 | $913K | Sell |
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|
2025
Q2 | $1.19M | Buy |
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|
2025
Q1 | $1.08M | Sell |
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|
2024
Q4 | $1.41M | Buy |
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|
2024
Q3 | $1.32M | Buy |
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|
2024
Q2 | $1.37M | Sell |
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|
2024
Q1 | $1.47M | Sell |
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|
2023
Q4 | $1.5M | Buy |
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|
2023
Q3 | $1.41M | Sell |
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|
2023
Q2 | $1.57M | Sell |
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|
2023
Q1 | $1.64M | Buy |
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|
2022
Q4 | $1.45M | Buy |
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|
2022
Q3 | $1.34M | Buy |
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|
2022
Q2 | $1.45M | Sell |
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|
2022
Q1 | $1.93M | Sell |
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|
2021
Q4 | $2.8M | Buy |
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|
2021
Q3 | $2.7M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $3.15M | Buy |
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|
2020
Q4 | $564K | Buy |
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|
2020
Q3 | $240K | Sell |
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|
2020
Q2 | $232K | Sell |
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|
2020
Q1 | $329K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $14K | Buy |
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