Robertson Stephens Wealth Management’s Roper Technologies ROP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,648
| Closed | -$924K | – | 524 |
|
|
2024
Q1 | $924K | Buy |
+1,648
| New | +$924K | 0.05% | 242 |
|
|
2023
Q2 | – | Sell |
-2,699
| Closed | -$1.19M | – | 447 |
|
|
2023
Q1 | $1.19M | Sell |
2,699
-235
| -8% | -$104K | 0.09% | 182 |
|
|
2022
Q4 | $1.27M | Buy |
2,934
+5
| +0.2% | +$2.16K | 0.12% | 155 |
|
|
2022
Q3 | $1.05M | Sell |
2,929
-413
| -12% | -$148K | 0.11% | 148 |
|
|
2022
Q2 | $1.32M | Sell |
3,342
-127
| -4% | -$50.1K | 0.12% | 134 |
|
|
2022
Q1 | $1.64M | Buy |
3,469
+110
| +3% | +$51.9K | 0.14% | 133 |
|
|
2021
Q4 | $1.65M | Buy |
+3,359
| New | +$1.65M | 0.14% | 133 |
|