T. Rowe Price shares owned by Martel Wealth Advisors
Quarter-by-quarter ownership of T. Rowe Price (TROW) shares owned by Martel Wealth Advisors
from 13F filings
Historical chart of Martel Wealth Advisors investment in T. Rowe Price
Tip: Access up to 7 years of quarterly data
All positions including T. Rowe Price held by Martel Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in T. Rowe Price by Martel Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $308k | 3.0k | 102.64 |
| 2025-06-30 | $290k | 3.0k | 96.50 |
| 2025-03-31 | $276k | 3.0k | 91.87 |
| 2024-12-31 | $339k | 3.0k | 113.09 |