Heritage Wealth Advisors’s Roper Technologies ROP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4
| Closed | -$2.08K | – | 636 |
|
|
2024
Q4 | $2.08K | Sell |
4
-87
| -96% | -$45.2K | ﹤0.01% | 554 |
|
|
2024
Q3 | $50.6K | Buy |
91
+4
| +5% | +$2.23K | ﹤0.01% | 326 |
|
|
2024
Q2 | $49K | Hold |
87
| – | – | ﹤0.01% | 310 |
|
|
2024
Q1 | $48.8K | Hold |
87
| – | – | ﹤0.01% | 328 |
|
|
2023
Q4 | $47.4K | Hold |
87
| – | – | ﹤0.01% | 341 |
|
|
2023
Q3 | $42.1K | Sell |
87
-174
| -67% | -$84.3K | ﹤0.01% | 314 |
|
|
2023
Q2 | $125K | Hold |
261
| – | – | 0.01% | 238 |
|
|
2023
Q1 | $115K | Sell |
261
-94
| -26% | -$41.4K | 0.01% | 248 |
|
|
2022
Q4 | $153K | Hold |
355
| – | – | 0.01% | 232 |
|
|
2022
Q3 | $128K | Buy |
355
+87
| +32% | +$31.3K | 0.01% | 237 |
|
|
2022
Q2 | $106K | Buy |
268
+228
| +570% | +$90.2K | 0.01% | 254 |
|
|
2022
Q1 | $19K | Hold |
40
| – | – | ﹤0.01% | 401 |
|
|
2021
Q4 | $20K | Hold |
40
| – | – | ﹤0.01% | 411 |
|
|
2021
Q3 | $17.8K | Hold |
40
| – | – | ﹤0.01% | 412 |
|
|
2021
Q2 | $18.8K | Hold |
40
| – | – | ﹤0.01% | 421 |
|
|
2021
Q1 | $16.1K | Hold |
40
| – | – | ﹤0.01% | 438 |
|
|
2020
Q4 | $17K | Hold |
40
| – | – | ﹤0.01% | 423 |
|
|
2020
Q3 | $15.8K | Hold |
40
| – | – | ﹤0.01% | 376 |
|
|
2020
Q2 | $15.5K | Hold |
40
| – | – | ﹤0.01% | 353 |
|
|
2020
Q1 | $12.5K | Hold |
40
| – | – | ﹤0.01% | 361 |
|
|
2019
Q4 | $14.2K | Hold |
40
| – | – | ﹤0.01% | 401 |
|
|
2019
Q3 | $14K | Hold |
40
| – | – | ﹤0.01% | 374 |
|
|
2019
Q2 | $14.7K | Hold |
40
| – | – | ﹤0.01% | 367 |
|
|
2019
Q1 | $13.7K | Hold |
40
| – | – | ﹤0.01% | 340 |
|
|
2018
Q4 | $10K | Hold |
40
| – | – | ﹤0.01% | 311 |
|
|
2018
Q3 | $11K | Buy |
+40
| New | +$11K | ﹤0.01% | 300 |
|