GC Wealth Management RIA’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	$336K	Buy	+1,012	New	+$336K	0.03%	409
2024 Q4	–	Sell	-2,083	Closed	-$559K	–	312
2024 Q3	$559K	Buy	+2,083	New	+$559K	0.1%	179