PYA Waltman Capital’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
$9.37M Buy
16,532
+3,689
+29% +$2.09M 2.7% 13
2025
Q1
$7.57M Buy
+12,843
New +$7.57M 2.38% 13