Golden State Wealth Management’s Rockwell Automation ROK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$907K Hold
2025
Q2
$862K Hold
2025
Q1
$671K Buy
2024
Q4
$714K Buy
2022
Q1
$1.08M Sell
2021
Q4
$1.37M Buy
2021
Q3
$1.13M Buy
2021
Q2
$1.1M Buy
2021
Q1
$663K Sell
2020
Q4
$660K Buy
2020
Q3
$574K Sell
2020
Q2
$558K Buy
2020
Q1
$392K Buy
2019
Q4
Sell
2019
Q3
$428K Sell
2019
Q2
$527K Hold
2019
Q1
$565K Buy