Avion 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 | $5K | Buy |
17
+1
| +6% | +$294 | ﹤0.01% | 637 |
|
|
2025
Q1 | $4K | Hold |
16
| – | – | ﹤0.01% | 598 |
|
|
2024
Q4 | $4K | Buy |
16
+4
| +33% | +$1K | ﹤0.01% | 596 |
|
|
2024
Q3 | $3K | Buy |
12
+6
| +100% | +$1.5K | ﹤0.01% | 633 |
|
|
2024
Q2 | $1K | Buy |
6
+2
| +50% | +$333 | ﹤0.01% | 802 |
|
|
2024
Q1 | $2K | Sell |
4
-2
| -33% | -$1K | ﹤0.01% | 755 |
|
|
2023
Q4 | $2K | Hold |
6
| – | – | ﹤0.01% | 611 |
|
|
2023
Q3 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 717 |
|