WFA
TROW icon

West Financial Advisors’s T. Rowe Price TROW Stock Holding History

West Financial Advisors’s Portfolio TROW Stock Details TROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$83.7K Hold
736
– – 0.01% 91
2026
Q1 		$66.3K Sell
736
-54
-7% -$5.23K 0.01% 88
2025
Q4 		$80.9K Sell
790
-2,595
-77% -$268K 0.01% 82
2025
Q3 		$347K Hold
3,385
– – 0.06% 52
2025
Q2 		$327K Hold
3,385
– – 0.06% 52
2025
Q1 		$311K Hold
3,385
– – 0.06% 49
2024
Q4 		$383K Sell
3,385
-202
-6% -$23.4K 0.07% 47
2024
Q3 		$391K Hold
3,587
– – 0.08% 45
2024
Q2 		$414K Hold
3,587
– – 0.09% 45
2024
Q1 		$437K Hold
3,587
– – 0.09% 45
2023
Q4 		$386K Sell
3,587
-260
-7% -$25.9K 0.09% 45
2023
Q3 		$403K Hold
3,847
– – 0.1% 44
2023
Q2 		$431K Hold
3,847
– – 0.11% 41
2023
Q1 		$434K Buy
+3,847
New +$440K 0.11% 41

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CNB
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MCP
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CAM
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P
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Handelsbanken Fonder
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CWA
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LF
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