FWA
FSM Wealth Advisors’s Roper Technologies ROP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $623K | Buy |
1,100
+8
| +0.7% | +$4.53K | 0.1% | 131 |
|
|
2025
Q1 | $644K | Buy |
1,092
+47
| +4% | +$27.7K | 0.14% | 89 |
|
|
2024
Q4 | $542K | Sell |
1,045
-389
| -27% | -$202K | 0.13% | 93 |
|
|
2024
Q3 | $798K | Buy |
1,434
+28
| +2% | +$15.6K | 0.21% | 70 |
|
|
2024
Q2 | $793K | Hold |
1,406
| – | – | 0.27% | 64 |
|
|
2024
Q1 | $789K | Buy |
1,406
+5
| +0.4% | +$2.8K | 0.28% | 62 |
|
|
2023
Q4 | $764K | Buy |
1,401
+1
| +0.1% | +$545 | 0.32% | 60 |
|
|
2023
Q3 | $678K | Buy |
1,400
+1
| +0.1% | +$484 | 0.34% | 60 |
|
|
2023
Q2 | $667K | Sell |
1,399
-47
| -3% | -$22.4K | 0.33% | 65 |
|
|
2023
Q1 | $637K | Sell |
1,446
-143
| -9% | -$63K | 0.37% | 62 |
|
|
2022
Q4 | $687K | Sell |
1,589
-3
| -0.2% | -$1.3K | 0.49% | 52 |
|
|
2022
Q3 | $573K | Buy |
1,592
+28
| +2% | +$10.1K | 0.48% | 53 |
|
|
2022
Q2 | $674K | Buy |
+1,564
| New | +$674K | 0.67% | 40 |
|