Buttonwood Financial Advisors’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 | – | Sell |
-1,230
| Closed | -$318K | – | 100 |
|
|
2025
Q1 | $318K | Sell |
1,230
-187
| -13% | -$48.3K | 0.14% | 81 |
|
|
2024
Q4 | $405K | Sell |
1,417
-1,046
| -42% | -$299K | 0.18% | 77 |
|
|
2024
Q3 | $661K | Sell |
2,463
-36
| -1% | -$9.67K | 0.29% | 63 |
|
|
2024
Q2 | $688K | Buy |
2,499
+213
| +9% | +$58.6K | 0.32% | 53 |
|
|
2024
Q1 | $666K | Buy |
+2,286
| New | +$666K | 0.31% | 59 |
|