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