Atticus Wealth Management’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 | $997 | Buy |
+3
| New | +$997 | ﹤0.01% | 601 |
|
|
2022
Q4 | – | Sell |
-5
| Closed | -$1K | – | 623 |
|
|
2022
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 555 |
|
|
2022
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 589 |
|
|
2022
Q1 | $1K | Sell |
5
-1,080
| -100% | -$216K | ﹤0.01% | 576 |
|
|
2021
Q4 | $379K | Hold |
1,085
| – | – | 0.15% | 92 |
|
|
2021
Q3 | $319K | Sell |
1,085
-275
| -20% | -$80.9K | 0.14% | 82 |
|
|
2021
Q2 | $389K | Buy |
1,360
+375
| +38% | +$107K | 0.17% | 80 |
|
|
2021
Q1 | $261K | Buy |
985
+325
| +49% | +$86.1K | 0.12% | 91 |
|
|
2020
Q4 | $166K | Buy |
+660
| New | +$166K | 0.08% | 115 |
|