AWM
Aries Wealth Management’s Rockwell Automation ROK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
+660
| New | +$219K | 0.06% | 207 |
|
|
2024
Q3 | – | Sell |
-733
| Closed | -$202K | – | 234 |
|
|
2024
Q2 | $202K | Hold |
733
| – | – | 0.06% | 197 |
|
|
2024
Q1 | $214K | Hold |
733
| – | – | 0.07% | 198 |
|
|
2023
Q4 | $228K | Sell |
733
-50
| -6% | -$15.5K | 0.08% | 181 |
|
|
2023
Q3 | $228K | Buy |
783
+50
| +7% | +$14.6K | 0.09% | 175 |
|
|
2023
Q2 | $241K | Hold |
733
| – | – | 0.09% | 168 |
|
|
2023
Q1 | $215K | Buy |
+733
| New | +$215K | 0.09% | 177 |
|
|
2022
Q1 | – | Sell |
-733
| Closed | -$256K | – | 190 |
|
|
2021
Q4 | $256K | Hold |
733
| – | – | 0.1% | 156 |
|
|
2021
Q3 | $216K | Buy |
733
+5
| +0.7% | +$1.47K | 0.09% | 166 |
|
|
2021
Q2 | $208K | Buy |
+728
| New | +$208K | 0.09% | 171 |
|
|
2018
Q1 | – | Sell |
-1,027
| Closed | -$209K | – | 135 |
|
|
2017
Q4 | $209K | Buy |
+1,027
| New | +$209K | 0.19% | 120 |
|