1900 Wealth Management’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Sell |
1,245
-12
| -1% | -$3.99K | 0.03% | 163 |
|
|
2025
Q1 | $325K | Hold |
1,257
| – | – | 0.03% | 176 |
|
|
2024
Q4 | $359K | Sell |
1,257
-2
| -0.2% | -$572 | 0.03% | 172 |
|
|
2024
Q3 | $338K | Hold |
1,259
| – | – | 0.03% | 179 |
|
|
2024
Q2 | $347K | Sell |
1,259
-20
| -2% | -$5.51K | 0.03% | 183 |
|
|
2024
Q1 | $373K | Buy |
1,279
+2
| +0.2% | +$583 | 0.03% | 182 |
|
|
2023
Q4 | $396K | Hold |
1,277
| – | – | 0.04% | 215 |
|
|
2023
Q3 | $365K | Sell |
1,277
-25
| -2% | -$7.15K | 0.04% | 218 |
|
|
2023
Q2 | $429K | Hold |
1,302
| – | – | 0.04% | 171 |
|
|
2023
Q1 | $348K | Hold |
1,302
| – | – | 0.04% | 188 |
|
|
2022
Q4 | $335K | Buy |
1,302
+2
| +0.2% | +$515 | 0.04% | 186 |
|
|
2022
Q3 | $279K | Buy |
+1,300
| New | +$279K | 0.03% | 191 |
|