EWM
Evermay Wealth Management’s Roper Technologies ROP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $635K | Buy |
1,121
+61
| +6% | +$34.6K | 0.08% | 116 |
|
|
2025
Q1 | $625K | Sell |
1,060
-6
| -0.6% | -$3.54K | 0.08% | 107 |
|
|
2024
Q4 | $554K | Sell |
1,066
-163
| -13% | -$84.7K | 0.08% | 120 |
|
|
2024
Q3 | $684K | Buy |
1,229
+42
| +4% | +$23.4K | 0.11% | 105 |
|
|
2024
Q2 | $669K | Sell |
1,187
-71
| -6% | -$40K | 0.11% | 106 |
|
|
2024
Q1 | $706K | Sell |
1,258
-71
| -5% | -$39.8K | 0.11% | 105 |
|
|
2023
Q4 | $725K | Buy |
1,329
+199
| +18% | +$108K | 0.13% | 83 |
|
|
2023
Q3 | $547K | Sell |
1,130
-14
| -1% | -$6.78K | 0.11% | 94 |
|
|
2023
Q2 | $550K | Sell |
1,144
-7
| -0.6% | -$3.37K | 0.11% | 96 |
|
|
2023
Q1 | $507K | Buy |
1,151
+92
| +9% | +$40.5K | 0.1% | 98 |
|
|
2022
Q4 | $458K | Sell |
1,059
-253
| -19% | -$109K | 0.09% | 104 |
|
|
2022
Q3 | $472K | Sell |
1,312
-2
| -0.2% | -$720 | 0.09% | 93 |
|
|
2022
Q2 | $519K | Sell |
1,314
-294
| -18% | -$116K | 0.1% | 85 |
|
|
2022
Q1 | $759K | Sell |
1,608
-115
| -7% | -$54.3K | 0.13% | 80 |
|
|
2021
Q4 | $848K | Hold |
1,723
| – | – | 0.15% | 52 |
|
|
2021
Q3 | $769K | Sell |
1,723
-212
| -11% | -$94.6K | 0.15% | 55 |
|
|
2021
Q2 | $910K | Sell |
1,935
-29
| -1% | -$13.6K | 0.17% | 58 |
|
|
2021
Q1 | $792K | Buy |
1,964
+97
| +5% | +$39.1K | 0.16% | 62 |
|
|
2020
Q4 | $805K | Buy |
1,867
+320
| +21% | +$138K | 0.18% | 58 |
|
|
2020
Q3 | $611K | Sell |
1,547
-10
| -0.6% | -$3.95K | 0.15% | 70 |
|
|
2020
Q2 | $605K | Buy |
1,557
+53
| +4% | +$20.6K | 0.16% | 66 |
|
|
2020
Q1 | $469K | Buy |
1,504
+571
| +61% | +$178K | 0.14% | 72 |
|
|
2019
Q4 | $330K | Buy |
+933
| New | +$330K | 0.08% | 116 |
|
|
2018
Q1 | – | Sell |
-805
| Closed | -$208K | – | 146 |
|
|
2017
Q4 | $208K | Sell |
805
-40
| -5% | -$10.3K | 0.08% | 133 |
|
|
2017
Q3 | $206K | Sell |
845
-60
| -7% | -$14.6K | 0.09% | 98 |
|
|
2017
Q2 | $210K | Buy |
+905
| New | +$210K | 0.09% | 95 |
|