MGWM
Marks Group Wealth Management’s Roper Technologies ROP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Sell |
20,945
-9
| -0% | -$5.1K | 1.1% | 13 |
|
|
2025
Q1 | $12.4M | Buy |
20,954
+423
| +2% | +$249K | 1.19% | 11 |
|
|
2024
Q4 | $10.7M | Sell |
20,531
-377
| -2% | -$196K | 1.05% | 16 |
|
|
2024
Q3 | $11.6M | Buy |
20,908
+15,386
| +279% | +$8.56M | 1.11% | 13 |
|
|
2024
Q2 | $3.11M | Buy |
5,522
+97
| +2% | +$54.7K | 0.33% | 92 |
|
|
2024
Q1 | $3.04M | Buy |
5,425
+161
| +3% | +$90.3K | 0.32% | 93 |
|
|
2023
Q4 | $2.87M | Buy |
5,264
+65
| +1% | +$35.4K | 0.33% | 94 |
|
|
2023
Q3 | $2.52M | Buy |
5,199
+10
| +0.2% | +$4.84K | 0.31% | 100 |
|
|
2023
Q2 | $2.49M | Sell |
5,189
-13
| -0.2% | -$6.25K | 0.3% | 103 |
|
|
2023
Q1 | $2.29M | Buy |
5,202
+168
| +3% | +$74K | 0.29% | 109 |
|
|
2022
Q4 | $2.18M | Buy |
5,034
+36
| +0.7% | +$15.6K | 0.3% | 106 |
|
|
2022
Q3 | $1.8M | Buy |
4,998
+99
| +2% | +$35.6K | 0.27% | 109 |
|
|
2022
Q2 | $1.93M | Buy |
4,899
+138
| +3% | +$54.5K | 0.28% | 107 |
|
|
2022
Q1 | $2.25M | Sell |
4,761
-4,779
| -50% | -$2.26M | 0.28% | 105 |
|
|
2021
Q4 | $4.59M | Sell |
9,540
-7,060
| -43% | -$3.39M | 0.56% | 71 |
|
|
2021
Q3 | $7.38M | Sell |
16,600
-18
| -0.1% | -$8.01K | 1% | 17 |
|
|
2021
Q2 | $7.78M | Sell |
16,618
-274
| -2% | -$128K | 1.07% | 12 |
|
|
2021
Q1 | $6.78M | Buy |
16,892
+13,198
| +357% | +$5.3M | 1% | 14 |
|
|
2020
Q4 | $1.59M | Buy |
3,694
+240
| +7% | +$103K | 0.25% | 118 |
|
|
2020
Q3 | $1.36M | Buy |
3,454
+1,408
| +69% | +$556K | 0.25% | 117 |
|
|
2020
Q2 | $767K | Buy |
2,046
+37
| +2% | +$13.9K | 0.16% | 137 |
|
|
2020
Q1 | $613K | Buy |
2,009
+94
| +5% | +$28.7K | 0.16% | 140 |
|
|
2019
Q4 | $679K | Buy |
+1,915
| New | +$679K | 0.13% | 154 |
|