Beaumont Financial Advisors’s Roper Technologies ROP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $788K | Buy |
1,391
+53
| +4% | +$30K | 0.06% | 172 |
|
|
2025
Q1 | $789K | Buy |
1,338
+208
| +18% | +$123K | 0.06% | 172 |
|
|
2024
Q4 | $587K | Buy |
1,130
+513
| +83% | +$267K | 0.04% | 208 |
|
|
2024
Q3 | $343K | Sell |
617
-195
| -24% | -$109K | 0.03% | 256 |
|
|
2024
Q2 | $458K | Sell |
812
-10
| -1% | -$5.64K | 0.04% | 223 |
|
|
2024
Q1 | $461K | Sell |
822
-10
| -1% | -$5.61K | 0.04% | 217 |
|
|
2023
Q4 | $454K | Buy |
832
+20
| +2% | +$10.9K | 0.04% | 209 |
|
|
2023
Q3 | $393K | Buy |
812
+281
| +53% | +$136K | 0.04% | 211 |
|
|
2023
Q2 | $255K | Buy |
531
+40
| +8% | +$19.2K | 0.02% | 288 |
|
|
2023
Q1 | $216K | Hold |
491
| – | – | 0.02% | 295 |
|
|
2022
Q4 | $212K | Buy |
+491
| New | +$212K | 0.02% | 301 |
|
|
2022
Q2 | – | Sell |
-545
| Closed | -$259K | – | 356 |
|
|
2022
Q1 | $259K | Sell |
545
-69
| -11% | -$32.8K | 0.02% | 305 |
|
|
2021
Q4 | $302K | Buy |
614
+6
| +1% | +$2.95K | 0.02% | 272 |
|
|
2021
Q3 | $274K | Buy |
608
+60
| +11% | +$27K | 0.02% | 286 |
|
|
2021
Q2 | $257K | Buy |
+548
| New | +$257K | 0.02% | 319 |
|