EP Wealth Advisors’s Roper Technologies ROP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
2,317
+469
| +25% | +$266K | 0.01% | 509 |
|
|
2025
Q1 | $1.09M | Buy |
1,848
+1,108
| +150% | +$653K | 0.01% | 480 |
|
|
2024
Q4 | $385K | Buy |
740
+202
| +38% | +$105K | ﹤0.01% | 775 |
|
|
2024
Q3 | $299K | Sell |
538
-32
| -6% | -$17.8K | ﹤0.01% | 863 |
|
|
2024
Q2 | $321K | Buy |
570
+78
| +16% | +$44K | ﹤0.01% | 636 |
|
|
2024
Q1 | $276K | Buy |
+492
| New | +$276K | ﹤0.01% | 653 |
|
|
2022
Q3 | – | Sell |
-691
| Closed | -$273K | – | 565 |
|
|
2022
Q2 | $273K | Buy |
691
+41
| +6% | +$16.2K | 0.01% | 501 |
|
|
2022
Q1 | $307K | Sell |
650
-73
| -10% | -$34.5K | 0.01% | 489 |
|
|
2021
Q4 | $356K | Buy |
723
+40
| +6% | +$19.7K | 0.01% | 433 |
|
|
2021
Q3 | $305K | Sell |
683
-12
| -2% | -$5.36K | 0.01% | 425 |
|
|
2021
Q2 | $327K | Buy |
695
+38
| +6% | +$17.9K | 0.01% | 426 |
|
|
2021
Q1 | $265K | Buy |
657
+28
| +4% | +$11.3K | 0.01% | 425 |
|
|
2020
Q4 | $271K | Buy |
629
+89
| +16% | +$38.3K | 0.01% | 359 |
|
|
2020
Q3 | $213K | Sell |
540
-69
| -11% | -$27.2K | 0.01% | 337 |
|
|
2020
Q2 | $236K | Buy |
+609
| New | +$236K | 0.01% | 344 |
|
|
2020
Q1 | – | Sell |
-615
| Closed | -$218K | – | 424 |
|
|
2019
Q4 | $218K | Sell |
615
-27
| -4% | -$9.57K | 0.01% | 379 |
|
|
2019
Q3 | $229K | Buy |
642
+45
| +8% | +$16.1K | 0.01% | 321 |
|
|
2019
Q2 | $219K | Sell |
597
-18
| -3% | -$6.6K | 0.01% | 285 |
|
|
2019
Q1 | $210K | Buy |
+615
| New | +$210K | 0.02% | 229 |
|