PPWM
Paragon Private Wealth Management’s Roper Technologies ROP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Sell |
845
-185
| -18% | -$105K | 0.19% | 131 |
|
|
2025
Q1 | $607K | Sell |
1,030
-104
| -9% | -$61.3K | 0.28% | 101 |
|
|
2024
Q4 | $590K | Buy |
1,134
+78
| +7% | +$40.5K | 0.27% | 94 |
|
|
2024
Q3 | $588K | Buy |
1,056
+87
| +9% | +$48.4K | 0.29% | 92 |
|
|
2024
Q2 | $546K | Buy |
969
+58
| +6% | +$32.7K | 0.31% | 91 |
|
|
2024
Q1 | $511K | Buy |
911
+143
| +19% | +$80.2K | 0.3% | 95 |
|
|
2023
Q4 | $419K | Buy |
768
+184
| +32% | +$100K | 0.29% | 96 |
|
|
2023
Q3 | $283K | Buy |
+584
| New | +$283K | 0.23% | 100 |
|