RWM
RKL Wealth Management’s Roper Technologies ROP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.92M | Sell |
6,911
-229
| -3% | -$130K | 0.34% | 45 |
|
|
2025
Q1 | $4.21M | Sell |
7,140
-101
| -1% | -$59.5K | 0.4% | 41 |
|
|
2024
Q4 | $3.76M | Sell |
7,241
-168
| -2% | -$87.3K | 0.34% | 45 |
|
|
2024
Q3 | $4.12M | Sell |
7,409
-113
| -2% | -$62.9K | 0.37% | 39 |
|
|
2024
Q2 | $4.24M | Sell |
7,522
-135
| -2% | -$76.1K | 0.41% | 36 |
|
|
2024
Q1 | $4.29M | Buy |
7,657
+36
| +0.5% | +$20.2K | 0.43% | 36 |
|
|
2023
Q4 | $4.15M | Sell |
7,621
-136
| -2% | -$74.1K | 0.45% | 35 |
|
|
2023
Q3 | $3.76M | Sell |
7,757
-51
| -0.7% | -$24.7K | 0.46% | 36 |
|
|
2023
Q2 | $3.75M | Sell |
7,808
-150
| -2% | -$72.1K | 0.44% | 38 |
|
|
2023
Q1 | $3.51M | Sell |
7,958
-259
| -3% | -$114K | 0.44% | 39 |
|
|
2022
Q4 | $3.55M | Sell |
8,217
-81
| -1% | -$35K | 0.47% | 36 |
|
|
2022
Q3 | $2.98M | Sell |
8,298
-144
| -2% | -$51.8K | 0.43% | 40 |
|
|
2022
Q2 | $3.33M | Buy |
8,442
+12
| +0.1% | +$4.74K | 0.46% | 40 |
|
|
2022
Q1 | $3.98M | Sell |
8,430
-74
| -0.9% | -$34.9K | 0.48% | 37 |
|
|
2021
Q4 | $4.18M | Sell |
8,504
-353
| -4% | -$174K | 0.5% | 37 |
|
|
2021
Q3 | $3.95M | Sell |
8,857
-100
| -1% | -$44.6K | 0.5% | 37 |
|
|
2021
Q2 | $4.21M | Sell |
8,957
-156
| -2% | -$73.3K | 0.53% | 34 |
|
|
2021
Q1 | $3.68M | Sell |
9,113
-748
| -8% | -$302K | 0.49% | 35 |
|
|
2020
Q4 | $4.25M | Sell |
9,861
-406
| -4% | -$175K | 0.59% | 34 |
|
|
2020
Q3 | $4.06M | Sell |
10,267
-213
| -2% | -$84.1K | 0.65% | 33 |
|
|
2020
Q2 | $4.07M | Sell |
10,480
-203
| -2% | -$78.8K | 0.7% | 33 |
|
|
2020
Q1 | $3.33M | Sell |
10,683
-230
| -2% | -$71.7K | 0.7% | 34 |
|
|
2019
Q4 | $3.87M | Sell |
10,913
-265
| -2% | -$93.9K | 0.69% | 34 |
|
|
2019
Q3 | $3.98M | Sell |
11,178
-348
| -3% | -$124K | 0.76% | 34 |
|
|
2019
Q2 | $4.22M | Sell |
11,526
-155
| -1% | -$56.7K | 0.78% | 34 |
|
|
2019
Q1 | $4M | Sell |
11,681
-240
| -2% | -$82.1K | 0.78% | 34 |
|
|
2018
Q4 | $3.18M | Sell |
11,921
-760
| -6% | -$203K | 0.73% | 35 |
|
|
2018
Q3 | $3.76M | Sell |
12,681
-284
| -2% | -$84.1K | 0.8% | 34 |
|
|
2018
Q2 | $3.58M | Sell |
12,965
-1,614
| -11% | -$446K | 0.81% | 34 |
|
|
2018
Q1 | $4.08M | Sell |
14,579
-1,491
| -9% | -$418K | 0.97% | 28 |
|
|
2017
Q4 | $4.15M | Sell |
16,070
-1,805
| -10% | -$467K | 1.03% | 27 |
|
|
2017
Q3 | $4.36M | Sell |
17,875
-2,731
| -13% | -$666K | 1.22% | 25 |
|
|
2017
Q2 | $4.77M | Sell |
20,606
-3,788
| -16% | -$877K | 1.51% | 25 |
|
|
2017
Q1 | $5.04M | Sell |
24,394
-4,144
| -15% | -$856K | 2.03% | 23 |
|
|
2016
Q4 | $5.23M | Sell |
28,538
-2,111
| -7% | -$387K | 2.52% | 20 |
|
|
2016
Q3 | $5.59M | Sell |
30,649
-99
| -0.3% | -$18.1K | 2.82% | 18 |
|
|
2016
Q2 | $5.32M | Buy |
30,748
+551
| +2% | +$95.3K | 2.76% | 20 |
|
|
2016
Q1 | $5.52M | Buy |
30,197
+1,044
| +4% | +$191K | 3.17% | 15 |
|
|
2015
Q4 | $5.53K | Buy |
29,153
+1,334
| +5% | +$253 | 2.57% | 15 |
|
|
2015
Q3 | $4.36M | Buy |
27,819
+1,162
| +4% | +$182K | 2.75% | 19 |
|
|
2015
Q2 | $4.6M | Buy |
26,657
+5,686
| +27% | +$981K | 2.76% | 17 |
|
|
2015
Q1 | $3.61M | Buy |
20,971
+685
| +3% | +$118K | 2.18% | 18 |
|
|
2014
Q4 | $3.17M | Buy |
20,286
+1,020
| +5% | +$159K | 2.07% | 22 |
|
|
2014
Q3 | $2.82M | Buy |
19,266
+886
| +5% | +$130K | 1.97% | 24 |
|
|
2014
Q2 | $2.68M | Buy |
18,380
+300
| +2% | +$43.8K | 1.96% | 24 |
|
|
2014
Q1 | $2.41M | Buy |
+18,080
| New | +$2.41M | 1.83% | 24 |
|