IAG Wealth Partners’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 | $41.2K | Hold |
124
| – | – | 0.01% | 212 |
|
|
2025
Q1 | $32.1K | Hold |
124
| – | – | 0.01% | 229 |
|
|
2024
Q4 | $35.5K | Hold |
124
| – | – | 0.01% | 218 |
|
|
2024
Q3 | $33.3K | Sell |
124
-25
| -17% | -$6.71K | 0.01% | 230 |
|
|
2024
Q2 | $41K | Hold |
149
| – | – | 0.01% | 195 |
|
|
2024
Q1 | $43.4K | Hold |
149
| – | – | 0.01% | 175 |
|
|
2023
Q4 | $46.3K | Hold |
149
| – | – | 0.01% | 165 |
|
|
2023
Q3 | $42.6K | Hold |
149
| – | – | 0.01% | 159 |
|
|
2023
Q2 | $49.1K | Sell |
149
-22
| -13% | -$7.25K | 0.01% | 160 |
|
|
2023
Q1 | $50.2K | Hold |
171
| – | – | 0.01% | 144 |
|
|
2022
Q4 | $44.1K | Hold |
171
| – | – | 0.01% | 148 |
|
|
2022
Q3 | $37K | Hold |
171
| – | – | 0.01% | 151 |
|
|
2022
Q2 | $34K | Hold |
171
| – | – | 0.01% | 160 |
|
|
2022
Q1 | $48K | Hold |
171
| – | – | 0.02% | 143 |
|
|
2021
Q4 | $60K | Sell |
171
-1
| -0.6% | -$351 | 0.02% | 121 |
|
|
2021
Q3 | $51K | Sell |
172
-34
| -17% | -$10.1K | 0.02% | 123 |
|
|
2021
Q2 | $59K | Buy |
206
+20
| +11% | +$5.73K | 0.02% | 109 |
|
|
2021
Q1 | $50K | Sell |
186
-40
| -18% | -$10.8K | 0.02% | 113 |
|
|
2020
Q4 | $57K | Hold |
226
| – | – | 0.02% | 103 |
|
|
2020
Q3 | $50K | Hold |
226
| – | – | 0.02% | 105 |
|
|
2020
Q2 | $48K | Buy |
226
+25
| +12% | +$5.31K | 0.02% | 106 |
|
|
2020
Q1 | $31K | Hold |
201
| – | – | 0.02% | 121 |
|
|
2019
Q4 | $41K | Buy |
+201
| New | +$41K | 0.03% | 119 |
|