Abound 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
$4.33K Hold
13
﹤0.01% 609
2025
Q1
$3.37K Sell
13
-4
-24% -$1.04K ﹤0.01% 615
2024
Q4
$4.76K Buy
17
+1
+6% +$280 ﹤0.01% 537
2024
Q3
$4.3K Hold
16
﹤0.01% 571
2024
Q2
$4.41K Sell
16
-4
-20% -$1.1K ﹤0.01% 528
2024
Q1
$5.84K Buy
20
+5
+33% +$1.46K ﹤0.01% 483
2023
Q4
$4.67K Buy
15
+1
+7% +$311 ﹤0.01% 525
2023
Q3
$4.01K Sell
14
-5
-26% -$1.43K ﹤0.01% 506
2023
Q2
$6.27K Buy
19
+7
+58% +$2.31K ﹤0.01% 438
2023
Q1
$3.53K Hold
12
﹤0.01% 488
2022
Q4
$3.1K Buy
12
+6
+100% +$1.55K ﹤0.01% 447
2022
Q3
$1.3K Buy
+6
New +$1.3K ﹤0.01% 564