West Financial Advisors’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 | $347K | Hold |
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|
2025
Q2 | $327K | Hold |
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|
2025
Q1 | $311K | Hold |
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|
2024
Q4 | $383K | Sell |
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|
2024
Q3 | $391K | Hold |
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|
2024
Q2 | $414K | Hold |
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|
2024
Q1 | $437K | Hold |
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|
2023
Q4 | $386K | Sell |
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|
2023
Q3 | $403K | Hold |
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|
2023
Q2 | $431K | Hold |
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|
2023
Q1 | $434K | Buy |
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