T. Rowe Price shares owned by West Financial Advisors
Quarter-by-quarter ownership of T. Rowe Price (TROW) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in T. Rowe Price
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Quarterly reported holdings in T. Rowe Price by West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $347k | 3.4k | 102.64 |
| 2025-06-30 | $327k | 3.4k | 96.50 |
| 2025-03-31 | $311k | 3.4k | 91.87 |
| 2024-12-31 | $383k | 3.4k | 113.09 |
| 2024-09-30 | $391k | 3.6k | 108.93 |
| 2024-06-30 | $414k | 3.6k | 115.31 |
| 2024-03-31 | $437k | 3.6k | 121.92 |
| 2023-12-31 | $386k | 3.6k | 107.69 |
| 2023-09-30 | $403k | 3.8k | 104.87 |
| 2023-06-30 | $431k | 3.8k | 112.02 |
| 2023-03-31 | $434k | 3.8k | 112.90 |