Heritage Wealth Advisors’s Rockwell Automation ROK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-15	Closed	-$4.29K	–	635
2024 Q4	$4.29K	Buy	15 +3	+25%	+$857	﹤0.01%	508
2024 Q3	$3.22K	Buy	+12	New	+$3.22K	﹤0.01%	520
2020 Q1	–	Sell	-6	Closed	-$1.22K	–	558
2019 Q4	$1.22K	Buy	+6	New	+$1.22K	﹤0.01%	649