Forte Capital’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 | $529K | Sell |
1,594
-90
| -5% | -$29.9K | 0.06% | 167 |
|
|
2025
Q1 | $435K | Sell |
1,684
-75
| -4% | -$19.4K | 0.05% | 179 |
|
|
2024
Q4 | $503K | Sell |
1,759
-10
| -0.6% | -$2.86K | 0.06% | 170 |
|
|
2024
Q3 | $475K | Sell |
1,769
-57
| -3% | -$15.3K | 0.05% | 172 |
|
|
2024
Q2 | $503K | Buy |
1,826
+20
| +1% | +$5.51K | 0.06% | 155 |
|
|
2024
Q1 | $526K | Buy |
+1,806
| New | +$526K | 0.07% | 156 |
|