EHWM
Eads & Heald Wealth Management’s Roper Technologies ROP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
2,378
-25
| -1% | -$14.2K | 0.67% | 64 |
|
|
2025
Q1 | $1.42M | Sell |
2,403
-5
| -0.2% | -$2.95K | 0.72% | 60 |
|
|
2024
Q4 | $1.25M | Sell |
2,408
-19
| -0.8% | -$9.88K | 0.62% | 73 |
|
|
2024
Q3 | $1.35M | Sell |
2,427
-206
| -8% | -$115K | 0.64% | 70 |
|
|
2024
Q2 | $1.48M | Sell |
2,633
-40
| -1% | -$22.5K | 0.72% | 61 |
|
|
2024
Q1 | $1.5M | Sell |
2,673
-298
| -10% | -$167K | 0.7% | 67 |
|
|
2023
Q4 | $1.62M | Sell |
2,971
-84
| -3% | -$45.8K | 0.78% | 62 |
|
|
2023
Q3 | $1.48M | Sell |
3,055
-90
| -3% | -$43.6K | 0.78% | 62 |
|
|
2023
Q2 | $1.51M | Sell |
3,145
-171
| -5% | -$82.2K | 0.74% | 68 |
|
|
2023
Q1 | $1.46M | Buy |
3,316
+20
| +0.6% | +$8.81K | 0.72% | 69 |
|
|
2022
Q4 | $1.42M | Sell |
3,296
-11
| -0.3% | -$4.75K | 0.72% | 65 |
|
|
2022
Q3 | $1.19M | Buy |
3,307
+8
| +0.2% | +$2.88K | 0.67% | 68 |
|
|
2022
Q2 | $1.3M | Buy |
3,299
+6
| +0.2% | +$2.37K | 0.7% | 65 |
|
|
2022
Q1 | $1.56M | Sell |
3,293
-24
| -0.7% | -$11.3K | 0.72% | 65 |
|
|
2021
Q4 | $1.63M | Buy |
3,317
+45
| +1% | +$22.1K | 0.71% | 67 |
|
|
2021
Q3 | $1.46M | Buy |
3,272
+23
| +0.7% | +$10.3K | 0.71% | 70 |
|
|
2021
Q2 | $1.53M | Sell |
3,249
-9
| -0.3% | -$4.23K | 0.75% | 67 |
|
|
2021
Q1 | $1.31M | Buy |
3,258
+24
| +0.7% | +$9.68K | 0.67% | 74 |
|
|
2020
Q4 | $1.39M | Buy |
3,234
+25
| +0.8% | +$10.8K | 0.75% | 66 |
|
|
2020
Q3 | $1.27M | Sell |
3,209
-516
| -14% | -$204K | 0.76% | 65 |
|
|
2020
Q2 | $1.45M | Sell |
3,725
-182
| -5% | -$70.7K | 0.88% | 56 |
|
|
2020
Q1 | $1.22M | Sell |
3,907
-329
| -8% | -$103K | 0.86% | 53 |
|
|
2019
Q4 | $1.5M | Buy |
4,236
+11
| +0.3% | +$3.9K | 0.79% | 61 |
|
|
2019
Q3 | $1.51M | Sell |
4,225
-42
| -1% | -$15K | 0.84% | 58 |
|
|
2019
Q2 | $1.56M | Sell |
4,267
-324
| -7% | -$119K | 0.88% | 56 |
|
|
2019
Q1 | $1.57M | Sell |
4,591
-146
| -3% | -$49.9K | 0.91% | 57 |
|
|
2018
Q4 | $1.26M | Sell |
4,737
-72
| -1% | -$19.2K | 0.84% | 58 |
|
|
2018
Q3 | $1.42M | Sell |
4,809
-150
| -3% | -$44.4K | 0.82% | 58 |
|
|
2018
Q2 | $1.37M | Sell |
4,959
-45
| -0.9% | -$12.4K | 0.84% | 59 |
|
|
2018
Q1 | $1.41M | Sell |
5,004
-514
| -9% | -$144K | 0.89% | 50 |
|
|
2017
Q4 | $1.43M | Sell |
5,518
-60
| -1% | -$15.5K | 0.84% | 56 |
|
|
2017
Q3 | $1.36M | Sell |
5,578
-80
| -1% | -$19.5K | 0.84% | 57 |
|
|
2017
Q2 | $1.31M | Sell |
5,658
-423
| -7% | -$97.9K | 0.84% | 57 |
|
|
2017
Q1 | $1.26M | Sell |
6,081
-261
| -4% | -$53.9K | 0.81% | 63 |
|
|
2016
Q4 | $1.16M | Sell |
6,342
-63
| -1% | -$11.5K | 0.79% | 64 |
|
|
2016
Q3 | $1.17M | Sell |
6,405
-135
| -2% | -$24.6K | 0.81% | 61 |
|
|
2016
Q2 | $1.12M | Sell |
6,540
-45
| -0.7% | -$7.67K | 0.77% | 63 |
|
|
2016
Q1 | $1.2M | Sell |
6,585
-49
| -0.7% | -$8.96K | 0.83% | 62 |
|
|
2015
Q4 | $1.26M | Sell |
6,634
-474
| -7% | -$90K | 0.87% | 57 |
|
|
2015
Q3 | $1.11M | Buy |
7,108
+28
| +0.4% | +$4.39K | 0.79% | 63 |
|
|
2015
Q2 | $1.22M | Sell |
7,080
-226
| -3% | -$39K | 0.8% | 60 |
|
|
2015
Q1 | $1.26M | Sell |
7,306
-224
| -3% | -$38.5K | 0.81% | 60 |
|
|
2014
Q4 | $1.18M | Buy |
7,530
+12
| +0.2% | +$1.88K | 0.75% | 67 |
|
|
2014
Q3 | $1.1M | Sell |
7,518
-523
| -7% | -$76.5K | 0.74% | 66 |
|
|
2014
Q2 | $1.17M | Buy |
8,041
+150
| +2% | +$21.9K | 0.78% | 64 |
|
|
2014
Q1 | $1.05M | Sell |
7,891
-235
| -3% | -$31.4K | 0.69% | 69 |
|
|
2013
Q4 | $1.13M | Sell |
8,126
-475
| -6% | -$65.9K | 0.75% | 67 |
|
|
2013
Q3 | $1.14M | Sell |
8,601
-670
| -7% | -$89K | 0.82% | 61 |
|
|
2013
Q2 | $1.15M | Buy |
+9,271
| New | +$1.15M | 0.82% | 63 |
|