Elmwood 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 | $1.52M | Sell |
4,580
-37
| -0.8% | -$12.3K | 0.6% | 57 |
|
|
2025
Q1 | $1.19M | Sell |
4,617
-100
| -2% | -$25.8K | 0.49% | 69 |
|
|
2024
Q4 | $1.35M | Hold |
4,717
| – | – | 0.54% | 63 |
|
|
2024
Q3 | $1.27M | Sell |
4,717
-3
| -0.1% | -$805 | 0.52% | 67 |
|
|
2024
Q2 | $1.3M | Sell |
4,720
-250
| -5% | -$68.8K | 0.58% | 62 |
|
|
2024
Q1 | $1.45M | Buy |
4,970
+1,686
| +51% | +$491K | 0.62% | 60 |
|
|
2023
Q4 | $1.02M | Sell |
3,284
-2,032
| -38% | -$631K | 0.72% | 47 |
|
|
2023
Q3 | $1.52M | Sell |
5,316
-90
| -2% | -$25.7K | 0.73% | 46 |
|
|
2023
Q2 | $1.78M | Sell |
5,406
-151
| -3% | -$49.7K | 0.83% | 41 |
|
|
2023
Q1 | $1.63M | Buy |
5,557
+1
| +0% | +$293 | 0.77% | 44 |
|
|
2022
Q4 | $1.43M | Buy |
5,556
+50
| +0.9% | +$12.9K | 0.71% | 46 |
|
|
2022
Q3 | $1.18M | Buy |
+5,506
| New | +$1.18M | 0.59% | 55 |
|