IWA
ROK icon

Icon Wealth Advisors’s Rockwell Automation ROK Stock Holding History

Icon Wealth Advisors’s Portfolio ROK Stock Details ROK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$260K Hold
782
– – 0.02% 328
2025
Q1 		$202K Hold
782
– – 0.02% 352
2024
Q4 		$224K Sell
782
-1
-0.1% -$286 0.02% 353
2024
Q3 		$210K Hold
783
– – 0.02% 349
2024
Q2 		$218K Buy
+783
New +$218K 0.02% 320