GeoWealth 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 | $44.5K | Buy |
134
+7
| +6% | +$2.33K | ﹤0.01% | 962 |
|
|
2025
Q1 | $32.8K | Sell |
127
-158
| -55% | -$40.8K | ﹤0.01% | 937 |
|
|
2024
Q4 | $81.5K | Sell |
285
-25
| -8% | -$7.15K | ﹤0.01% | 1023 |
|
|
2024
Q3 | $83.2K | Buy |
+310
| New | +$83.2K | ﹤0.01% | 939 |
|
|
2023
Q4 | – | Sell |
-19
| Closed | -$5K | – | 717 |
|
|
2023
Q3 | $5K | Buy |
+19
| New | +$5K | ﹤0.01% | 460 |
|
|
2023
Q2 | – | Sell |
-4
| Closed | -$1K | – | 469 |
|
|
2023
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 380 |
|