Perigon Wealth Management’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 | $711K | Buy |
1,254
+86
| +7% | +$48.8K | 0.02% | 578 |
|
|
2025
Q1 | $689K | Buy |
1,168
+30
| +3% | +$17.7K | 0.02% | 539 |
|
|
2024
Q4 | $591K | Buy |
1,138
+4
| +0.4% | +$2.08K | 0.01% | 585 |
|
|
2024
Q3 | $631K | Sell |
1,134
-137
| -11% | -$76.3K | 0.02% | 543 |
|
|
2024
Q2 | $716K | Sell |
1,271
-362
| -22% | -$204K | 0.02% | 447 |
|
|
2024
Q1 | $916K | Buy |
1,633
+12
| +0.7% | +$6.73K | 0.03% | 391 |
|
|
2023
Q4 | $884K | Buy |
1,621
+578
| +55% | +$315K | 0.03% | 366 |
|
|
2023
Q3 | $505K | Sell |
1,043
-104
| -9% | -$50.4K | 0.02% | 444 |
|
|
2023
Q2 | $551K | Buy |
1,147
+27
| +2% | +$13K | 0.02% | 435 |
|
|
2023
Q1 | $494K | Sell |
1,120
-61
| -5% | -$26.9K | 0.03% | 400 |
|
|
2022
Q4 | $510K | Buy |
1,181
+115
| +11% | +$49.7K | 0.03% | 384 |
|
|
2022
Q3 | $383K | Sell |
1,066
-152
| -12% | -$54.6K | 0.03% | 374 |
|
|
2022
Q2 | $481K | Buy |
1,218
+133
| +12% | +$52.5K | 0.04% | 340 |
|
|
2022
Q1 | $512K | Buy |
1,085
+84
| +8% | +$39.6K | 0.04% | 356 |
|
|
2021
Q4 | $492K | Buy |
+1,001
| New | +$492K | 0.04% | 344 |
|
|
2021
Q1 | – | Sell |
-104
| Closed | -$45K | – | 911 |
|
|
2020
Q4 | $45K | Buy |
+104
| New | +$45K | 0.01% | 772 |
|