GWWM
Great Waters Wealth Management’s Rockwell Automation ROK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Buy |
+634
| New | +$211K | 0.03% | 103 |
|
|
2024
Q2 | – | Sell |
-721
| Closed | -$210K | – | 107 |
|
|
2024
Q1 | $210K | Hold |
721
| – | – | 0.03% | 92 |
|
|
2023
Q4 | $219K | Hold |
721
| – | – | 0.04% | 88 |
|
|
2023
Q3 | $209K | Hold |
721
| – | – | 0.04% | 84 |
|
|
2023
Q2 | $238K | Buy |
+721
| New | +$238K | 0.05% | 78 |
|
|
2023
Q1 | – | Sell |
-1,081
| Closed | -$301K | – | 88 |
|
|
2022
Q4 | $301K | Buy |
+1,081
| New | +$301K | 0.06% | 69 |
|