EWM
Evercore Wealth Management’s Roper Technologies ROP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.8M | Sell |
42,000
-2,971
| -7% | -$1.68M | 0.37% | 47 |
|
|
2025
Q1 | $26.5M | Sell |
44,971
-4,746
| -10% | -$2.8M | 0.43% | 47 |
|
|
2024
Q4 | $25.8M | Sell |
49,717
-3,611
| -7% | -$1.88M | 0.39% | 48 |
|
|
2024
Q3 | $29.7M | Sell |
53,328
-573
| -1% | -$319K | 0.45% | 44 |
|
|
2024
Q2 | $30.4M | Sell |
53,901
-1,669
| -3% | -$941K | 0.48% | 44 |
|
|
2024
Q1 | $31.2M | Sell |
55,570
-1,949
| -3% | -$1.09M | 0.49% | 45 |
|
|
2023
Q4 | $31.4M | Sell |
57,519
-1,298
| -2% | -$708K | 0.53% | 44 |
|
|
2023
Q3 | $28.5M | Sell |
58,817
-10,820
| -16% | -$5.24M | 0.53% | 44 |
|
|
2023
Q2 | $33.5M | Sell |
69,637
-4,074
| -6% | -$1.96M | 0.61% | 42 |
|
|
2023
Q1 | $32.5M | Sell |
73,711
-6,659
| -8% | -$2.93M | 0.65% | 41 |
|
|
2022
Q4 | $34.7M | Sell |
80,370
-5,366
| -6% | -$2.32M | 0.73% | 41 |
|
|
2022
Q3 | $30.8M | Sell |
85,736
-8,670
| -9% | -$3.12M | 0.7% | 43 |
|
|
2022
Q2 | $37.3M | Sell |
94,406
-13,662
| -13% | -$5.39M | 0.79% | 42 |
|
|
2022
Q1 | $51M | Sell |
108,068
-85,494
| -44% | -$40.4M | 0.9% | 41 |
|
|
2021
Q4 | $95.2M | Sell |
193,562
-346
| -0.2% | -$170K | 1.55% | 22 |
|
|
2021
Q3 | $86.5M | Sell |
193,908
-12,607
| -6% | -$5.62M | 1.57% | 23 |
|
|
2021
Q2 | $97.1M | Buy |
206,515
+1,202
| +0.6% | +$565K | 1.78% | 18 |
|
|
2021
Q1 | $82.8M | Buy |
205,313
+6,439
| +3% | +$2.6M | 1.64% | 23 |
|
|
2020
Q4 | $85.7M | Buy |
198,874
+3,217
| +2% | +$1.39M | 1.85% | 16 |
|
|
2020
Q3 | $77.3M | Buy |
195,657
+405
| +0.2% | +$160K | 1.89% | 14 |
|
|
2020
Q2 | $75.8M | Sell |
195,252
-513
| -0.3% | -$199K | 2.03% | 13 |
|
|
2020
Q1 | $61M | Buy |
195,765
+1,944
| +1% | +$606K | 2.01% | 15 |
|
|
2019
Q4 | $68.7M | Buy |
193,821
+362
| +0.2% | +$128K | 1.85% | 16 |
|
|
2019
Q3 | $69M | Buy |
193,459
+3,932
| +2% | +$1.4M | 2.02% | 15 |
|
|
2019
Q2 | $69.4M | Buy |
189,527
+1,174
| +0.6% | +$430K | 2.11% | 12 |
|
|
2019
Q1 | $64.4M | Buy |
188,353
+733
| +0.4% | +$251K | 2.07% | 12 |
|
|
2018
Q4 | $50M | Buy |
187,620
+2,387
| +1% | +$636K | 1.89% | 14 |
|
|
2018
Q3 | $54.9M | Buy |
185,233
+730
| +0.4% | +$216K | 1.75% | 15 |
|
|
2018
Q2 | $50.9M | Buy |
184,503
+7,453
| +4% | +$2.06M | 1.74% | 15 |
|
|
2018
Q1 | $49.7M | Sell |
177,050
-8,507
| -5% | -$2.39M | 1.9% | 14 |
|
|
2017
Q4 | $48.1M | Sell |
185,557
-3,606
| -2% | -$934K | 1.79% | 16 |
|
|
2017
Q3 | $46M | Sell |
189,163
-4,930
| -3% | -$1.2M | 1.79% | 19 |
|
|
2017
Q2 | $44.9M | Sell |
194,093
-3,886
| -2% | -$900K | 1.74% | 18 |
|
|
2017
Q1 | $40.9M | Sell |
197,979
-3,678
| -2% | -$759K | 1.6% | 21 |
|
|
2016
Q4 | $36.9M | Sell |
201,657
-2,748
| -1% | -$503K | 1.53% | 24 |
|
|
2016
Q3 | $37.3M | Buy |
204,405
+2,387
| +1% | +$436K | 1.54% | 22 |
|
|
2016
Q2 | $34.5M | Buy |
202,018
+1,787
| +0.9% | +$305K | 1.52% | 26 |
|
|
2016
Q1 | $36.6M | Buy |
200,231
+6,781
| +4% | +$1.24M | 1.62% | 19 |
|
|
2015
Q4 | $36.7M | Sell |
193,450
-1,277
| -0.7% | -$242K | 1.7% | 15 |
|
|
2015
Q3 | $30.5M | Buy |
194,727
+12,101
| +7% | +$1.9M | 1.46% | 17 |
|
|
2015
Q2 | $31.5M | Buy |
182,626
+2,939
| +2% | +$506K | 1.42% | 21 |
|
|
2015
Q1 | $30.9M | Buy |
179,687
+3,617
| +2% | +$622K | 1.42% | 22 |
|
|
2014
Q4 | $27.5M | Buy |
176,070
+5,783
| +3% | +$904K | 1.37% | 25 |
|
|
2014
Q3 | $24.9M | Buy |
170,287
+5,757
| +3% | +$842K | 1.25% | 27 |
|
|
2014
Q2 | $24M | Buy |
164,530
+8,067
| +5% | +$1.18M | 1.24% | 29 |
|
|
2014
Q1 | $20.9M | Sell |
156,463
-3,561
| -2% | -$475K | 1.17% | 30 |
|
|
2013
Q4 | $22.2M | Buy |
160,024
+14,714
| +10% | +$2.04M | 1.22% | 21 |
|
|
2013
Q3 | $19.3M | Buy |
145,310
+13,107
| +10% | +$1.74M | 1.11% | 21 |
|
|
2013
Q2 | $16.4M | Buy |
+132,203
| New | +$16.4M | 0.93% | 31 |
|