BWM
BKM Wealth Management’s Rockwell Automation ROK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Hold |
1,018
| – | – | 0.13% | 121 |
|
|
2025
Q1 | $263K | Buy |
1,018
+20
| +2% | +$5.17K | 0.11% | 134 |
|
|
2024
Q4 | $285K | Hold |
998
| – | – | 0.12% | 139 |
|
|
2024
Q3 | $268K | Buy |
+998
| New | +$268K | 0.11% | 141 |
|
|
2024
Q2 | – | Sell |
-1,012
| Closed | -$295K | – | 188 |
|
|
2024
Q1 | $295K | Buy |
1,012
+5
| +0.5% | +$1.46K | 0.13% | 134 |
|
|
2023
Q4 | $313K | Buy |
+1,007
| New | +$313K | 0.13% | 130 |
|