SWMP
Signature Wealth Management Partners’s Roper Technologies ROP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Hold |
700
| – | – | 0.23% | 68 |
|
|
2025
Q1 | $413K | Hold |
700
| – | – | 0.27% | 70 |
|
|
2024
Q4 | $364K | Hold |
700
| – | – | 0.25% | 69 |
|
|
2024
Q3 | $390K | Hold |
700
| – | – | 0.28% | 66 |
|
|
2024
Q2 | $395K | Sell |
700
-211
| -23% | -$119K | 0.3% | 65 |
|
|
2024
Q1 | $511K | Hold |
911
| – | – | 0.42% | 52 |
|
|
2023
Q4 | $497K | Sell |
911
-73
| -7% | -$39.8K | 0.43% | 50 |
|
|
2023
Q3 | $477K | Sell |
984
-114
| -10% | -$55.2K | 0.47% | 51 |
|
|
2023
Q2 | $528K | Sell |
1,098
-105
| -9% | -$50.5K | 0.49% | 49 |
|
|
2023
Q1 | $530K | Sell |
1,203
-59
| -5% | -$26K | 0.49% | 50 |
|
|
2022
Q4 | $545K | Sell |
1,262
-79
| -6% | -$34.1K | 0.54% | 50 |
|
|
2022
Q3 | $482K | Sell |
1,341
-159
| -11% | -$57.2K | 0.53% | 52 |
|
|
2022
Q2 | $592K | Hold |
1,500
| – | – | 0.61% | 48 |
|
|
2022
Q1 | $708K | Hold |
1,500
| – | – | 0.6% | 48 |
|
|
2021
Q4 | $738K | Hold |
1,500
| – | – | 0.63% | 40 |
|
|
2021
Q3 | $669K | Hold |
1,500
| – | – | 0.61% | 41 |
|
|
2021
Q2 | $705K | Hold |
1,500
| – | – | 0.64% | 42 |
|
|
2021
Q1 | $605K | Hold |
1,500
| – | – | 0.58% | 47 |
|
|
2020
Q4 | $647K | Buy |
+1,500
| New | +$647K | 0.65% | 39 |
|