Bernardo Wealth Planning’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 | $233K | Sell |
411
-4
| -1% | -$2.27K | 0.05% | 109 |
|
2025
Q1 | $245K | Buy |
415
+13
| +3% | +$7.68K | 0.06% | 100 |
|
2024
Q4 | $202K | Hold |
402
| – | – | 0.05% | 106 |
|
2024
Q3 | $227K | Sell |
402
-4
| -1% | -$2.26K | 0.06% | 104 |
|
2024
Q2 | $229K | Buy |
406
+4
| +1% | +$2.26K | 0.06% | 91 |
|
2024
Q1 | $226K | Hold |
402
| – | – | 0.06% | 92 |
|
2023
Q4 | $219K | Buy |
+402
| New | +$219K | 0.07% | 81 |
|