Axxcess Wealth Management’s Rockwell Automation ROK Stock Holding History

Axxcess Wealth Management’s Portfolio ROK Stock Details ROK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$496K	Buy
2025 Q1	$384K	Sell
2024 Q4	$1.31M	Sell
2024 Q3	$1.28M	Sell
2024 Q2	$1.37M	Sell
2024 Q1	$1.72M	Buy
2023 Q4	$1.45M	Buy
2023 Q3	$734K	Buy
2022 Q1	–	Sell
2021 Q4	$726K	Buy