Accel Wealth Management’s Rockwell Automation ROK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Buy |
+690
| New | +$229K | 0.08% | 228 |
|
|
2023
Q2 | – | Sell |
-509
| Closed | -$149K | – | 709 |
|
|
2023
Q1 | $149K | Hold |
509
| – | – | 0.06% | 258 |
|
|
2022
Q4 | $131K | Buy |
509
+1
| +0.2% | +$257 | 0.06% | 206 |
|
|
2022
Q3 | $118K | Hold |
508
| – | – | 0.06% | 226 |
|
|
2022
Q2 | $105K | Hold |
508
| – | – | 0.06% | 230 |
|
|
2022
Q1 | $145K | Hold |
508
| – | – | 0.07% | 193 |
|
|
2021
Q4 | $177K | Buy |
508
+8
| +2% | +$2.79K | 0.09% | 182 |
|
|
2021
Q3 | $147K | Sell |
500
-11
| -2% | -$3.23K | 0.1% | 171 |
|
|
2021
Q2 | $146K | Hold |
511
| – | – | 0.1% | 188 |
|
|
2021
Q1 | $136K | Hold |
511
| – | – | 0.11% | 175 |
|
|
2020
Q4 | $128K | Buy |
+511
| New | +$128K | 0.12% | 175 |
|