Axxcess Wealth Management’s Rockwell Automation ROK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $496K | Buy |
1,494
+6
| +0.4% | +$1.99K | 0.01% | 594 |
|
|
2025
Q1 | $384K | Sell |
1,488
-3,092
| -68% | -$799K | 0.01% | 605 |
|
|
2024
Q4 | $1.31M | Sell |
4,580
-170
| -4% | -$48.6K | 0.03% | 350 |
|
|
2024
Q3 | $1.28M | Sell |
4,750
-240
| -5% | -$64.4K | 0.03% | 339 |
|
|
2024
Q2 | $1.37M | Sell |
4,990
-898
| -15% | -$247K | 0.04% | 318 |
|
|
2024
Q1 | $1.72M | Buy |
5,888
+1,225
| +26% | +$357K | 0.05% | 273 |
|
|
2023
Q4 | $1.45M | Buy |
4,663
+2,097
| +82% | +$651K | 0.04% | 285 |
|
|
2023
Q3 | $734K | Buy |
+2,566
| New | +$734K | 0.03% | 373 |
|
|
2022
Q1 | – | Sell |
-2,080
| Closed | -$726K | – | 687 |
|
|
2021
Q4 | $726K | Buy |
+2,080
| New | +$726K | 0.05% | 277 |
|