FMWA
Forvis Mazars Wealth Advisors’s Roper Technologies ROP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.85M | Sell |
6,784
-223
| -3% | -$126K | 0.08% | 105 |
|
|
2025
Q1 | $4.13M | Sell |
7,007
-185
| -3% | -$109K | 0.1% | 98 |
|
|
2024
Q4 | $3.74M | Buy |
7,192
+241
| +3% | +$125K | 0.09% | 108 |
|
|
2024
Q3 | $3.87M | Buy |
6,951
+401
| +6% | +$223K | 0.09% | 113 |
|
|
2024
Q2 | $3.69M | Buy |
6,550
+532
| +9% | +$300K | 0.09% | 111 |
|
|
2024
Q1 | $3.38M | Buy |
6,018
+373
| +7% | +$209K | 0.09% | 116 |
|
|
2023
Q4 | $3.08M | Sell |
5,645
-212
| -4% | -$116K | 0.09% | 118 |
|
|
2023
Q3 | $2.84M | Sell |
5,857
-2,444
| -29% | -$1.18M | 0.09% | 123 |
|
|
2023
Q2 | $3.99M | Buy |
8,301
+3,585
| +76% | +$1.72M | 0.12% | 111 |
|
|
2023
Q1 | $2.08M | Buy |
4,716
+320
| +7% | +$141K | 0.07% | 147 |
|
|
2022
Q4 | $1.9M | Buy |
4,396
+237
| +6% | +$102K | 0.07% | 149 |
|
|
2022
Q3 | $1.5M | Buy |
4,159
+301
| +8% | +$108K | 0.06% | 163 |
|
|
2022
Q2 | $1.52M | Sell |
3,858
-16
| -0.4% | -$6.31K | 0.06% | 154 |
|
|
2022
Q1 | $1.83M | Buy |
3,874
+192
| +5% | +$90.6K | 0.08% | 113 |
|
|
2021
Q4 | $1.81M | Buy |
3,682
+71
| +2% | +$34.9K | 0.08% | 108 |
|
|
2021
Q3 | $1.61M | Buy |
3,611
+117
| +3% | +$52.2K | 0.07% | 110 |
|
|
2021
Q2 | $1.64M | Buy |
3,494
+340
| +11% | +$160K | 0.08% | 108 |
|
|
2021
Q1 | $1.27M | Sell |
3,154
-83
| -3% | -$33.5K | 0.06% | 117 |
|
|
2020
Q4 | $1.4M | Buy |
3,237
+632
| +24% | +$273K | 0.07% | 127 |
|
|
2020
Q3 | $1.03M | Buy |
2,605
+420
| +19% | +$166K | 0.06% | 133 |
|
|
2020
Q2 | $848K | Buy |
2,185
+1,447
| +196% | +$562K | 0.05% | 141 |
|
|
2020
Q1 | $230K | Buy |
+738
| New | +$230K | 0.02% | 257 |
|