FWM
Foguth Wealth Management’s Rockwell Automation ROK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Sell |
670
-115
| -15% | -$38.2K | 0.05% | 127 |
|
|
2025
Q1 | $203K | Sell |
785
-32
| -4% | -$8.27K | 0.05% | 147 |
|
|
2024
Q4 | $236K | Sell |
817
-13
| -2% | -$3.75K | 0.06% | 134 |
|
|
2024
Q3 | $221K | Sell |
830
-7
| -0.8% | -$1.86K | 0.08% | 124 |
|
|
2024
Q2 | $230K | Buy |
837
+5
| +0.6% | +$1.38K | 0.1% | 117 |
|
|
2024
Q1 | $242K | Buy |
+832
| New | +$242K | 0.13% | 112 |
|