AWM
Axxcess Wealth Management’s Roper Technologies ROP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.53M | Buy |
13,283
+267
| +2% | +$151K | 0.18% | 108 |
|
|
2025
Q1 | $7.67M | Buy |
13,016
+286
| +2% | +$169K | 0.2% | 92 |
|
|
2024
Q4 | $6.62M | Buy |
12,730
+45
| +0.4% | +$23.4K | 0.16% | 110 |
|
|
2024
Q3 | $7.06M | Buy |
12,685
+567
| +5% | +$315K | 0.17% | 103 |
|
|
2024
Q2 | $6.83M | Buy |
12,118
+549
| +5% | +$309K | 0.18% | 100 |
|
|
2024
Q1 | $6.49M | Buy |
11,569
+281
| +2% | +$158K | 0.18% | 102 |
|
|
2023
Q4 | $6.15M | Buy |
11,288
+134
| +1% | +$73.1K | 0.18% | 110 |
|
|
2023
Q3 | $5.4M | Buy |
11,154
+392
| +4% | +$190K | 0.18% | 103 |
|
|
2023
Q2 | $5.17M | Buy |
10,762
+1,429
| +15% | +$687K | 0.37% | 61 |
|
|
2023
Q1 | $4.11M | Buy |
9,333
+143
| +2% | +$63K | 0.31% | 70 |
|
|
2022
Q4 | $3.97M | Sell |
9,190
-81
| -0.9% | -$35K | 0.33% | 65 |
|
|
2022
Q3 | $3.33M | Buy |
9,271
+421
| +5% | +$151K | 0.32% | 69 |
|
|
2022
Q2 | $3.49M | Buy |
8,850
+97
| +1% | +$38.3K | 0.32% | 68 |
|
|
2022
Q1 | $4.13M | Buy |
8,753
+362
| +4% | +$171K | 0.32% | 64 |
|
|
2021
Q4 | $4.13M | Buy |
+8,391
| New | +$4.13M | 0.3% | 66 |
|