Heritage Trust’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
$482K Hold
850
0.06% 212
2025
Q1
$501K Hold
850
0.06% 206
2024
Q4
$442K Buy
+850
New +$442K 0.05% 218
2024
Q2
$482K Hold
855
0.06% 188
2024
Q1
$480K Hold
855
0.06% 191
2023
Q4
$466K Hold
855
0.07% 198
2023
Q3
$414K Hold
855
0.06% 194
2023
Q2
$411K Buy
+855
New +$411K 0.06% 200