Congress Wealth Management’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
$984K Buy
1,736
+16
+0.9% +$9.07K 0.01% 710
2025
Q1
$1.01M Buy
1,720
+121
+8% +$71.4K 0.01% 633
2024
Q4
$832K Sell
1,599
-358
-18% -$186K 0.01% 549
2024
Q3
$1.09M Sell
1,957
-26,220
-93% -$14.6M 0.01% 508
2024
Q2
$15.9M Buy
28,177
+1,320
+5% +$744K 0.25% 111
2024
Q1
$15.1M Buy
26,857
+4
+0% +$2.24K 0.26% 113
2023
Q4
$14.6M Buy
26,853
+602
+2% +$328K 0.27% 101
2023
Q3
$12.7M Buy
26,251
+595
+2% +$288K 0.26% 110
2023
Q2
$12.3M Sell
25,656
-78
-0.3% -$37.5K 0.29% 106
2023
Q1
$11.3M Sell
25,734
-122
-0.5% -$53.8K 0.27% 108
2022
Q4
$11.2M Buy
25,856
+861
+3% +$372K 0.29% 100
2022
Q3
$8.99M Buy
24,995
+1,219
+5% +$438K 0.24% 126
2022
Q2
$9.38M Buy
23,776
+368
+2% +$145K 0.24% 127
2022
Q1
$11.1M Buy
23,408
+1,025
+5% +$484K 0.24% 112
2021
Q4
$11M Buy
+22,383
New +$11M 0.22% 133