EWA
Encompass Wealth Advisors’s Roper Technologies ROP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Buy |
5,060
+1
| +0% | +$567 | 1.05% | 21 |
|
|
2025
Q1 | $2.98M | Hold |
5,059
| – | – | 1.21% | 19 |
|
|
2024
Q4 | $2.63M | Sell |
5,059
-40
| -0.8% | -$20.8K | 1.06% | 22 |
|
|
2024
Q3 | $2.84M | Hold |
5,099
| – | – | 0.71% | 25 |
|
|
2024
Q2 | $2.87M | Hold |
5,099
| – | – | 0.76% | 25 |
|
|
2024
Q1 | $2.86M | Hold |
5,099
| – | – | 0.76% | 25 |
|
|
2023
Q4 | $2.78M | Sell |
5,099
-20
| -0.4% | -$10.9K | 0.83% | 23 |
|
|
2023
Q3 | $2.48M | Hold |
5,119
| – | – | 0.82% | 24 |
|
|
2023
Q2 | $2.46M | Sell |
5,119
-290
| -5% | -$139K | 0.8% | 26 |
|
|
2023
Q1 | $2.38M | Sell |
5,409
-10
| -0.2% | -$4.41K | 0.81% | 24 |
|
|
2022
Q4 | $2.34M | Hold |
5,419
| – | – | 0.85% | 24 |
|
|
2022
Q3 | $1.95M | Hold |
5,419
| – | – | 0.74% | 26 |
|
|
2022
Q2 | $2.14M | Hold |
5,419
| – | – | 0.76% | 28 |
|
|
2022
Q1 | $2.56M | Buy |
5,419
+19
| +0.4% | +$8.97K | 0.65% | 31 |
|
|
2021
Q4 | $2.66M | Hold |
5,400
| – | – | 0.65% | 32 |
|
|
2021
Q3 | $2.41M | Hold |
5,400
| – | – | 0.63% | 35 |
|
|
2021
Q2 | $2.54M | Hold |
5,400
| – | – | 0.62% | 37 |
|
|
2021
Q1 | $2.42M | Hold |
5,400
| – | – | 0.62% | 36 |
|
|
2020
Q4 | $2.33M | Buy |
+5,400
| New | +$2.33M | 1.34% | 16 |
|