Cyndeo Wealth Partners’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 | $876K | Buy |
2,636
+100
| +4% | +$33.2K | 0.05% | 242 |
|
|
2025
Q1 | $655K | Sell |
2,536
-36
| -1% | -$9.3K | 0.04% | 265 |
|
|
2024
Q4 | $735K | Sell |
2,572
-9
| -0.3% | -$2.57K | 0.05% | 251 |
|
|
2024
Q3 | $693K | Sell |
2,581
-3,526
| -58% | -$947K | 0.05% | 258 |
|
|
2024
Q2 | $1.68M | Buy |
6,107
+76
| +1% | +$20.9K | 0.13% | 173 |
|
|
2024
Q1 | $1.76M | Sell |
6,031
-443
| -7% | -$129K | 0.15% | 162 |
|
|
2023
Q4 | $2.01M | Buy |
6,474
+1,594
| +33% | +$495K | 0.19% | 138 |
|
|
2023
Q3 | $1.4M | Buy |
4,880
+38
| +0.8% | +$10.9K | 0.15% | 155 |
|
|
2023
Q2 | $1.6M | Sell |
4,842
-179
| -4% | -$59K | 0.17% | 144 |
|
|
2023
Q1 | $1.47M | Sell |
5,021
-8,926
| -64% | -$2.62M | 0.16% | 150 |
|
|
2022
Q4 | $3.59M | Buy |
+13,947
| New | +$3.59M | 0.42% | 78 |
|