FMB 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 | $333K | Sell |
1,003
-2
| -0.2% | -$664 | 0.16% | 56 |
|
|
2025
Q1 | $260K | Buy |
1,005
+1
| +0.1% | +$258 | 0.14% | 59 |
|
|
2024
Q4 | $287K | Buy |
1,004
+2
| +0.2% | +$572 | 0.16% | 55 |
|
|
2024
Q3 | $269K | Buy |
1,002
+1
| +0.1% | +$268 | 0.15% | 58 |
|
|
2024
Q2 | $276K | Buy |
1,001
+1
| +0.1% | +$275 | 0.21% | 55 |
|
|
2024
Q1 | $291K | Sell |
1,000
-1
| -0.1% | -$291 | 0.23% | 54 |
|
|
2023
Q4 | $311K | Buy |
1,001
+1
| +0.1% | +$310 | 0.28% | 46 |
|
|
2023
Q3 | $286K | Hold |
1,000
| – | – | 0.31% | 42 |
|
|
2023
Q2 | $329K | Hold |
1,000
| – | – | 0.35% | 41 |
|
|
2023
Q1 | $293K | Hold |
1,000
| – | – | 0.35% | 39 |
|
|
2022
Q4 | $258K | Buy |
+1,000
| New | +$258K | 0.33% | 41 |
|