Congress Wealth Management’s Rockwell Automation ROK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$297K Buy
2025
Q1
$221K Buy
2024
Q4
$216K Buy
2024
Q2
Sell
2024
Q1
$705K Sell
2023
Q4
$846K Sell
2023
Q3
$844K Sell
2023
Q2
$1.03M Sell
2023
Q1
$921K Sell
2022
Q4
$823K Buy
2022
Q3
$667K Buy
2022
Q2
$605K Buy
2022
Q1
$827K Sell
2021
Q4
$1.04M Buy