Alaethes Wealth’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 | $2M | Buy |
6,010
+189
| +3% | +$62.8K | 0.6% | 57 |
|
2025
Q1 | $1.5M | Buy |
5,821
+262
| +5% | +$67.7K | 0.55% | 68 |
|
2024
Q4 | $1.59M | Buy |
5,559
+74
| +1% | +$21.1K | 0.57% | 63 |
|
2024
Q3 | $1.47M | Buy |
5,485
+1,234
| +29% | +$331K | 0.54% | 80 |
|
2024
Q2 | $1.17M | Buy |
4,251
+288
| +7% | +$79.3K | 0.48% | 79 |
|
2024
Q1 | $1.15M | Buy |
+3,963
| New | +$1.15M | 0.5% | 81 |
|