Heritage Wealth Advisors’s Rockwell Automation ROK Stock Holding History

Heritage Wealth Advisors’s Portfolio ROK Stock Details ROK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.15K	Buy
2025 Q1	–	Sell
2024 Q4	$4.29K	Buy
2024 Q3	$3.22K	Buy
2020 Q1	–	Sell
2019 Q4	$1.22K	Buy