Carolinas Wealth Consulting’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 |
-9
| Closed | -$2.33K | – | 744 |
|
|
2025
Q1 | $2.33K | Sell |
9
-1
| -10% | -$258 | ﹤0.01% | 770 |
|
|
2024
Q4 | $2.86K | Hold |
10
| – | – | ﹤0.01% | 750 |
|
|
2024
Q3 | $2.69K | Buy |
10
+5
| +100% | +$1.34K | ﹤0.01% | 768 |
|
|
2024
Q2 | $1.38K | Buy |
5
+1
| +25% | +$275 | ﹤0.01% | 863 |
|
|
2024
Q1 | $1.17K | Hold |
4
| – | – | ﹤0.01% | 875 |
|
|
2023
Q4 | $1.24K | Hold |
4
| – | – | ﹤0.01% | 807 |
|
|
2023
Q3 | $1.05K | Hold |
4
| – | – | ﹤0.01% | 823 |
|
|
2023
Q2 | $1.32K | Hold |
4
| – | – | ﹤0.01% | 871 |
|
|
2023
Q1 | $1.17K | Hold |
4
| – | – | ﹤0.01% | 869 |
|
|
2022
Q4 | $1.03K | Hold |
4
| – | – | ﹤0.01% | 891 |
|
|
2022
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 846 |
|
|
2022
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 853 |
|
|
2022
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 878 |
|
|
2021
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 930 |
|
|
2021
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 905 |
|
|
2021
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 913 |
|
|
2021
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 908 |
|
|
2020
Q4 | $1K | Sell |
4
-14
| -78% | -$3.5K | ﹤0.01% | 832 |
|
|
2020
Q3 | $4K | Buy |
18
+4
| +29% | +$889 | ﹤0.01% | 606 |
|
|
2020
Q2 | $3K | Buy |
+14
| New | +$3K | ﹤0.01% | 461 |
|