Crowley Wealth Management’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	$535K	Sell	1,610 -2,685	-63%	-$892K	0.49%	38
2025 Q1	$1.11M	Sell	4,295 -359	-8%	-$92.7K	1.06%	22
2024 Q4	$1.33M	Buy	+4,654	New	+$1.33M	1.17%	22