FMB Wealth Management’s Rockwell Automation ROK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$351K Hold
2025
Q2
$333K Sell
2025
Q1
$260K Buy
2024
Q4
$287K Buy
2024
Q3
$269K Buy
2024
Q2
$276K Buy
2024
Q1
$291K Sell
2023
Q4
$311K Buy
2023
Q3
$286K Hold
2023
Q2
$329K Hold
2023
Q1
$293K Hold
2022
Q4
$258K Buy