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Advisor OS’s Rockwell Automation ROK Stock Holding History

Advisor OS’s Portfolio ROK Stock Details ROK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$277K Sell
835
-6
-0.7% -$1.99K 0.03% 367
2025
Q1 		$217K Buy
841
+38
+5% +$9.82K 0.02% 391
2024
Q4 		$230K Buy
+803
New +$230K 0.03% 375