Carson Wealth (CWM LLC)’s Roper Technologies ROP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Buy |
5,102
+1,295
| +34% | +$734K | 0.01% | 799 |
|
|
2025
Q1 | $2.24M | Buy |
3,807
+163
| +4% | +$96.1K | 0.01% | 788 |
|
|
2024
Q4 | $1.9M | Buy |
3,644
+60
| +2% | +$31.2K | 0.01% | 804 |
|
|
2024
Q3 | $1.99M | Buy |
3,584
+563
| +19% | +$313K | 0.01% | 701 |
|
|
2024
Q2 | $1.7M | Buy |
3,021
+173
| +6% | +$97.5K | 0.01% | 687 |
|
|
2024
Q1 | $1.6M | Sell |
2,848
-22
| -0.8% | -$12.3K | 0.01% | 686 |
|
|
2023
Q4 | $1.57M | Buy |
2,870
+399
| +16% | +$218K | 0.01% | 637 |
|
|
2023
Q3 | $1.2M | Buy |
2,471
+250
| +11% | +$121K | 0.01% | 674 |
|
|
2023
Q2 | $1.07M | Buy |
2,221
+23
| +1% | +$11.1K | 0.01% | 694 |
|
|
2023
Q1 | $969K | Buy |
2,198
+91
| +4% | +$40.1K | 0.01% | 676 |
|
|
2022
Q4 | $910K | Sell |
2,107
-36
| -2% | -$15.5K | 0.01% | 645 |
|
|
2022
Q3 | $771K | Buy |
2,143
+1,252
| +141% | +$450K | 0.01% | 619 |
|
|
2022
Q2 | $352K | Buy |
891
+106
| +14% | +$41.9K | ﹤0.01% | 837 |
|
|
2022
Q1 | $371K | Buy |
785
+200
| +34% | +$94.5K | ﹤0.01% | 811 |
|
|
2021
Q4 | $288K | Buy |
+585
| New | +$288K | ﹤0.01% | 888 |
|
|
2021
Q2 | $136K | Hold |
290
| – | – | ﹤0.01% | 1025 |
|
|
2021
Q1 | $136K | Hold |
290
| – | – | ﹤0.01% | 1025 |
|
|
2020
Q4 | $136K | Hold |
290
| – | – | ﹤0.01% | 1025 |
|
|
2020
Q3 | $136K | Hold |
290
| – | – | ﹤0.01% | 1025 |
|
|
2020
Q2 | $136K | Hold |
290
| – | – | ﹤0.01% | 1025 |
|
|
2020
Q1 | $136K | Hold |
290
| – | – | ﹤0.01% | 1025 |
|
|
2019
Q4 | $136K | Hold |
290
| – | – | ﹤0.01% | 1025 |
|
|
2019
Q3 | $136K | Hold |
290
| – | – | ﹤0.01% | 1025 |
|
|
2019
Q2 | $136K | Hold |
290
| – | – | ﹤0.01% | 1025 |
|
|
2019
Q1 | $136K | Buy |
290
+40
| +16% | +$18.8K | ﹤0.01% | 1025 |
|
|
2018
Q4 | $67K | Buy |
250
+85
| +52% | +$22.8K | ﹤0.01% | 807 |
|
|
2018
Q3 | $49K | Buy |
+165
| New | +$49K | ﹤0.01% | 756 |
|
|
2017
Q4 | – | Sell |
-21
| Closed | -$5K | – | 1559 |
|
|
2017
Q3 | $5K | Buy |
+21
| New | +$5K | ﹤0.01% | 1092 |
|