DWM
Dogwood Wealth Management’s Roper Technologies ROP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $708K | Sell |
1,253
-6
| -0.5% | -$3.39K | 0.35% | 63 |
|
|
2025
Q1 | $742K | Buy |
1,259
+16
| +1% | +$9.44K | 0.39% | 49 |
|
|
2024
Q4 | $646K | Buy |
1,243
+89
| +8% | +$46.3K | 0.34% | 55 |
|
|
2024
Q3 | $642K | Buy |
1,154
+155
| +16% | +$86.3K | 0.37% | 47 |
|
|
2024
Q2 | $563K | Buy |
999
+74
| +8% | +$41.7K | 0.35% | 48 |
|
|
2024
Q1 | $519K | Buy |
925
+134
| +17% | +$75.1K | 0.35% | 45 |
|
|
2023
Q4 | $431K | Buy |
+791
| New | +$431K | 0.34% | 50 |
|