Daymark 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 | $1.06M | Sell |
3,193
-102
| -3% | -$33.9K | 0.04% | 257 |
|
|
2025
Q1 | $851K | Hold |
3,295
| – | – | 0.04% | 265 |
|
|
2024
Q4 | $942K | Buy |
3,295
+53
| +2% | +$15.1K | 0.04% | 246 |
|
|
2024
Q3 | $870K | Hold |
3,242
| – | – | 0.04% | 267 |
|
|
2024
Q2 | $892K | Hold |
3,242
| – | – | 0.04% | 248 |
|
|
2024
Q1 | $944K | Buy |
+3,242
| New | +$944K | 0.05% | 207 |
|