Accel Wealth Management’s Rockwell Automation ROK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$211K Sell
2025
Q2
$229K Buy
2023
Q2
Sell
2023
Q1
$149K Hold
2022
Q4
$131K Buy
2022
Q3
$118K Hold
2022
Q2
$105K Hold
2022
Q1
$145K Hold
2021
Q4
$177K Buy
2021
Q3
$147K Sell
2021
Q2
$146K Hold
2021
Q1
$136K Hold
2020
Q4
$128K Buy