TrueWealth Advisors’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 | $1.37M | Sell |
2,423
-1
| -0% | -$567 | 0.41% | 51 |
|
|
2025
Q1 | $1.43M | Sell |
2,424
-101
| -4% | -$59.6K | 0.47% | 48 |
|
|
2024
Q4 | $1.31M | Sell |
2,525
-139
| -5% | -$72.3K | 0.44% | 51 |
|
|
2024
Q3 | $1.48M | Sell |
2,664
-71
| -3% | -$39.5K | 0.5% | 44 |
|
|
2024
Q2 | $1.54M | Sell |
2,735
-188
| -6% | -$106K | 0.57% | 37 |
|
|
2024
Q1 | $1.64M | Sell |
2,923
-390
| -12% | -$219K | 0.63% | 34 |
|
|
2023
Q4 | $1.81M | Buy |
3,313
+245
| +8% | +$134K | 0.7% | 29 |
|
|
2023
Q3 | $1.49M | Buy |
3,068
+511
| +20% | +$247K | 0.63% | 33 |
|
|
2023
Q2 | $1.23M | Buy |
2,557
+39
| +2% | +$18.8K | 0.5% | 40 |
|
|
2023
Q1 | $1.11M | Sell |
2,518
-22
| -0.9% | -$9.7K | 0.47% | 47 |
|
|
2022
Q4 | $1.1M | Hold |
2,540
| – | – | 0.48% | 43 |
|
|
2022
Q3 | $913K | Hold |
2,540
| – | – | 0.43% | 47 |
|
|
2022
Q2 | $1M | Sell |
2,540
-432
| -15% | -$170K | 0.47% | 48 |
|
|
2022
Q1 | $1.46M | Hold |
2,972
| – | – | 0.66% | 35 |
|
|
2021
Q4 | $1.46M | Hold |
2,972
| – | – | 0.66% | 35 |
|
|
2021
Q3 | $1.33M | Hold |
2,972
| – | – | 0.75% | 30 |
|
|
2021
Q2 | $1.4M | Sell |
2,972
-128
| -4% | -$60.2K | 0.82% | 27 |
|
|
2021
Q1 | $1.32M | Sell |
3,100
-462
| -13% | -$197K | 0.86% | 26 |
|
|
2020
Q4 | $1.56M | Buy |
+3,562
| New | +$1.56M | 1.34% | 26 |
|