AssuredPartners Investment Advisors’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	–	Sell	-1,913	Closed	-$494K	–	311
2025 Q1	$494K	Buy	1,913 +28	+1%	+$7.23K	0.1%	200
2024 Q4	$539K	Buy	+1,885	New	+$539K	0.11%	190