Heritage Financial Services’s Roper Technologies ROP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$203K	Buy	359 +4	+1%	+$2.27K	0.02%	119
2025 Q1	$209K	Buy	+355	New	+$209K	0.02%	114
2024 Q3	–	Sell	-355	Closed	-$200K	–	113
2024 Q2	$200K	Buy	+355	New	+$200K	0.03%	105