Beaumont Financial Advisors, LLC T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF Transaction History

Beaumont Financial Advisors, LLC

  • $1.14 Billion
  • Q2 2025
Number of Shares
551,269
Previous 567,970 2.94%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
SELL
N/A
-16,701 Reduced 2.94%
551,269 $0
Q1 2025

May 12, 2025
SELL
N/A
-25,138 Reduced 4.24%
567,970 $0
Q4 2024

Jan 17, 2025
SELL
N/A
-19,867 Reduced 3.24%
593,108 $0
Q3 2024

Oct 09, 2024
BUY
N/A
1,284 Added 0.21%
612,975 $0
Q2 2024

Jul 24, 2024
SELL
N/A
-116,914 Reduced 16.05%
611,691 $0
Q1 2024

May 10, 2024
SELL
N/A
-14,778 Reduced 1.99%
728,605 $0
Q4 2023

Jan 31, 2024
BUY
N/A
743,383 New
743,383 $0
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