Darwin 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 | $21.1K | Sell |
63
-42
| -40% | -$14K | 0.01% | 277 |
|
|
2025
Q1 | $30K | Hold |
105
| – | – | 0.01% | 265 |
|
|
2024
Q4 | $30K | Sell |
105
-23
| -18% | -$6.58K | 0.01% | 265 |
|
|
2024
Q3 | $34.4K | Buy |
+128
| New | +$34.4K | 0.01% | 257 |
|
|
2023
Q4 | – | Sell |
-7,472
| Closed | -$2.14M | – | 151 |
|
|
2023
Q3 | $2.14M | Buy |
7,472
+260
| +4% | +$74.3K | 0.57% | 51 |
|
|
2023
Q2 | $2.44M | Buy |
7,212
+1,517
| +27% | +$513K | 0.63% | 45 |
|
|
2023
Q1 | $1.58M | Buy |
+5,695
| New | +$1.58M | 0.43% | 54 |
|
|
2020
Q2 | – | Sell |
-19
| Closed | -$2K | – | 633 |
|
|
2020
Q1 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 697 |
|