MWM
Moran Wealth Management’s Roper Technologies ROP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,356
| Closed | -$2.98M | – | 453 |
|
|
2024
Q3 | $2.98M | Buy |
5,356
+90
| +2% | +$50.1K | 0.09% | 227 |
|
|
2024
Q2 | $2.97M | Buy |
5,266
+163
| +3% | +$91.9K | 0.1% | 222 |
|
|
2024
Q1 | $2.86M | Sell |
5,103
-7,838
| -61% | -$4.4M | 0.09% | 229 |
|
|
2023
Q4 | $7.06M | Buy |
12,941
+5,521
| +74% | +$3.01M | 0.25% | 133 |
|
|
2023
Q3 | $3.59M | Buy |
7,420
+11
| +0.1% | +$5.33K | 0.14% | 178 |
|
|
2023
Q2 | $3.56M | Buy |
7,409
+111
| +2% | +$53.4K | 0.13% | 184 |
|
|
2023
Q1 | $3.22M | Buy |
7,298
+1,300
| +22% | +$573K | 0.12% | 186 |
|
|
2022
Q4 | $2.59M | Buy |
+5,998
| New | +$2.59M | 0.1% | 194 |
|