Mount Yale Investment 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
Q2 | $300K | Buy |
529
+6
| +1% | +$3.4K | 0.02% | 455 |
|
|
2025
Q1 | $308K | Buy |
523
+35
| +7% | +$20.6K | 0.03% | 425 |
|
|
2024
Q4 | $254K | Sell |
488
-12
| -2% | -$6.24K | 0.02% | 484 |
|
|
2024
Q3 | $278K | Sell |
500
-244
| -33% | -$136K | 0.03% | 464 |
|
|
2024
Q2 | $419K | Sell |
744
-228
| -23% | -$129K | 0.03% | 376 |
|
|
2024
Q1 | $545K | Sell |
972
-52
| -5% | -$29.2K | 0.04% | 337 |
|
|
2023
Q4 | $558K | Sell |
1,024
-42
| -4% | -$22.9K | 0.05% | 301 |
|
|
2023
Q3 | $516K | Sell |
1,066
-76
| -7% | -$36.8K | 0.06% | 302 |
|
|
2023
Q2 | $549K | Sell |
1,142
-25
| -2% | -$12K | 0.06% | 292 |
|
|
2023
Q1 | $514K | Sell |
1,167
-34
| -3% | -$15K | 0.06% | 293 |
|
|
2022
Q4 | $519K | Buy |
1,201
+30
| +3% | +$13K | 0.06% | 273 |
|
|
2022
Q3 | $421K | Buy |
+1,171
| New | +$421K | 0.06% | 290 |
|
|
2018
Q4 | – | Sell |
-88
| Closed | -$26K | – | 679 |
|
|
2018
Q3 | $26K | Hold |
88
| – | – | ﹤0.01% | 732 |
|
|
2018
Q2 | $24K | Hold |
88
| – | – | ﹤0.01% | 752 |
|
|
2018
Q1 | $25K | Buy |
+88
| New | +$25K | 0.01% | 728 |
|