West Financial Advisors’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 | $327K | Hold |
3,385
| – | – | 0.06% | 52 |
|
|
2025
Q1 | $311K | Hold |
3,385
| – | – | 0.06% | 49 |
|
|
2024
Q4 | $383K | Sell |
3,385
-202
| -6% | -$22.8K | 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% | -$28K | 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 | +$434K | 0.11% | 41 |
|