BSW Wealth Partners’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 | $246K | Buy |
+739
| New | +$246K | 0.03% | 277 |
|
|
2025
Q1 | – | Sell |
-1,029
| Closed | -$294K | – | 325 |
|
|
2024
Q4 | $294K | Buy |
1,029
+108
| +12% | +$30.9K | 0.04% | 234 |
|
|
2024
Q3 | $247K | Buy |
921
+16
| +2% | +$4.29K | 0.04% | 255 |
|
|
2024
Q2 | $249K | Buy |
905
+7
| +0.8% | +$1.93K | 0.04% | 242 |
|
|
2024
Q1 | $262K | Buy |
+898
| New | +$262K | 0.04% | 241 |
|