Elevation 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 Q1	–	Sell	-40	Closed	-$11.4K	–	510
2024 Q4	$11.4K	Sell	40 -14	-26%	-$4K	﹤0.01%	361
2024 Q3	$14.5K	Hold	54	–	–	0.01%	322
2024 Q2	$14.9K	Hold	54	–	–	0.01%	316
2024 Q1	$15.7K	Buy	+54	New	+$15.7K	0.01%	314