PFWA
Paces Ferry Wealth Advisors’s Roper Technologies ROP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Hold |
4,491
| – | – | 1.17% | 22 |
|
|
2025
Q1 | $2.65M | Hold |
4,491
| – | – | 1.32% | 18 |
|
|
2024
Q4 | $2.33M | Sell |
4,491
-7
| -0.2% | -$3.64K | 1.13% | 22 |
|
|
2024
Q3 | $2.5M | Hold |
4,498
| – | – | 1.44% | 16 |
|
|
2024
Q2 | $2.54M | Hold |
4,498
| – | – | 1.53% | 15 |
|
|
2024
Q1 | $2.52M | Hold |
4,498
| – | – | 1.62% | 16 |
|
|
2023
Q4 | $2.45M | Hold |
4,498
| – | – | 1.71% | 17 |
|
|
2023
Q3 | $2.18M | Hold |
4,498
| – | – | 1.73% | 16 |
|
|
2023
Q2 | $2.16M | Buy |
4,498
+10
| +0.2% | +$4.81K | 1.62% | 17 |
|
|
2023
Q1 | $1.98M | Buy |
4,488
+8
| +0.2% | +$3.53K | 1.6% | 17 |
|
|
2022
Q4 | $1.94M | Buy |
4,480
+2
| +0% | +$864 | 1.88% | 14 |
|
|
2022
Q3 | $1.61M | Buy |
4,478
+2
| +0% | +$719 | 1.76% | 15 |
|
|
2022
Q2 | $1.77M | Sell |
4,476
-3
| -0.1% | -$1.18K | 1.74% | 16 |
|
|
2022
Q1 | $2.12M | Hold |
4,479
| – | – | 1.68% | 17 |
|
|
2021
Q4 | $2.2M | Hold |
4,479
| – | – | 1.58% | 19 |
|
|
2021
Q3 | $2M | Hold |
4,479
| – | – | 1.6% | 18 |
|
|
2021
Q2 | $2.11M | Hold |
4,479
| – | – | 1.61% | 17 |
|
|
2021
Q1 | $1.81M | Hold |
4,479
| – | – | 1.57% | 18 |
|
|
2020
Q4 | $1.93M | Sell |
4,479
-2
| -0% | -$862 | 1.76% | 15 |
|
|
2020
Q3 | $1.77M | Buy |
+4,481
| New | +$1.77M | 1.54% | 15 |
|