CTWM
Cherry Tree Wealth Management’s Rockwell Automation ROK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $665 | Hold |
2
| – | – | ﹤0.01% | 572 |
|
|
2025
Q1 | $517 | Hold |
2
| – | – | ﹤0.01% | 722 |
|
|
2024
Q4 | $572 | Hold |
2
| – | – | ﹤0.01% | 605 |
|
|
2024
Q3 | $537 | Hold |
2
| – | – | ﹤0.01% | 586 |
|
|
2024
Q2 | $551 | Hold |
2
| – | – | ﹤0.01% | 570 |
|
|
2024
Q1 | $583 | Hold |
2
| – | – | ﹤0.01% | 567 |
|
|
2023
Q4 | $621 | Hold |
2
| – | – | ﹤0.01% | 561 |
|
|
2023
Q3 | $572 | Hold |
2
| – | – | ﹤0.01% | 555 |
|
|
2023
Q2 | $659 | Buy |
+2
| New | +$659 | ﹤0.01% | 555 |
|