T. Rowe Price shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of T. Rowe Price (TROW) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in T. Rowe Price
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All positions including T. Rowe Price held by Mark Sheptoff Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in T. Rowe Price by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.9k | 48 | 102.65 |
| 2025-06-30 | $4.6k | 48 | 96.50 |
| 2025-03-31 | $4.4k | 48 | 91.88 |
| 2024-12-31 | $5.4k | 48 | 113.08 |
| 2024-09-30 | $5.2k | 48 | 108.94 |
| 2024-06-30 | $5.5k | 48 | 115.31 |
| 2024-03-31 | $5.9k | 48 | 121.92 |
| 2023-12-31 | $5.2k | 48 | 107.69 |
| 2023-09-30 | $5.0k | 48 | 104.88 |
| 2023-06-30 | $5.4k | 48 | 112.02 |
| 2023-03-31 | $5.4k | 48 | 112.90 |
| 2022-12-31 | $5.2k | 48 | 109.06 |
| 2022-09-30 | $5.0k | 48 | 104.17 |
| 2022-06-30 | $5.0k | 48 | 104.17 |
| 2022-03-31 | $7.0k | 48 | 145.83 |
| 2021-12-31 | $9.0k | 48 | 187.50 |
| 2021-09-30 | $9.0k | 48 | 187.50 |
| 2021-06-30 | $10k | 48 | 208.33 |
| 2021-03-31 | $8.0k | 48 | 166.67 |
| 2020-12-31 | $7.0k | 48 | 145.83 |
| 2020-09-30 | $6.0k | 48 | 125.00 |
| 2020-06-30 | $6.0k | 48 | 125.00 |
| 2020-03-31 | $5.0k | 48 | 104.17 |
| 2019-12-31 | $6.0k | 48 | 125.00 |
| 2019-09-30 | $5.0k | 48 | 104.17 |
| 2019-06-30 | $5.0k | 48 | 104.17 |
| 2019-03-31 | $5.0k | 48 | 104.17 |
| 2018-12-31 | $4.0k | 48 | 83.33 |
| 2018-09-30 | $5.0k | 48 | 104.17 |
| 2018-06-30 | $6.0k | 48 | 125.00 |
| 2018-03-31 | $5.0k | 48 | 104.17 |
| 2017-12-31 | $5.0k | 48 | 104.17 |
| 2017-09-30 | $4.0k | 48 | 83.33 |
| 2017-06-30 | $4.0k | 48 | 83.33 |
| 2017-03-31 | $3.0k | 49 | 61.22 |
| 2016-12-31 | $4.0k | 48 | 83.33 |
| 2016-09-30 | $3.0k | 48 | 62.50 |
| 2016-06-30 | $4.0k | 48 | 83.33 |
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