Beaumont Financial Advisors’s Roper Technologies ROP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$639K	Buy	1,807 +23	+1%	+$8.48K	0.04%	209
2025 Q4	$794K	Sell	1,784 -19	-1%	-$8.8K	0.05%	178
2025 Q3	$899K	Buy	1,803 +412	+30%	+$220K	0.06%	170
2025 Q2	$788K	Buy	1,391 +53	+4%	+$29.9K	0.06%	172
2025 Q1	$789K	Buy	1,338 +208	+18%	+$117K	0.06%	172
2024 Q4	$587K	Buy	1,130 +513	+83%	+$282K	0.04%	208
2024 Q3	$343K	Sell	617 -195	-24%	-$107K	0.03%	256
2024 Q2	$458K	Sell	812 -10	-1%	-$5.39K	0.04%	223
2024 Q1	$461K	Sell	822 -10	-1%	-$5.46K	0.04%	217
2023 Q4	$454K	Buy	832 +20	+2%	+$10.3K	0.04%	209
2023 Q3	$393K	Buy	812 +281	+53%	+$138K	0.04%	211
2023 Q2	$255K	Buy	531 +40	+8%	+$18.1K	0.02%	288
2023 Q1	$216K	Hold	491	–	–	0.02%	295
2022 Q4	$212K	Buy	+491	New	+$202K	0.02%	301
2022 Q2	–	Sell	-545	Closed	-$259K	–	356
2022 Q1	$259K	Sell	545 -69	-11%	-$31K	0.02%	305
2021 Q4	$302K	Buy	614 +6	+1%	+$2.86K	0.02%	272
2021 Q3	$274K	Buy	608 +60	+11%	+$28.7K	0.02%	286
2021 Q2	$257K	Buy	+548	New	+$242K	0.02%	319