Icon Wealth Advisors’s Rockwell Automation ROK Stock Holding History

Icon 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
2025 Q4	–	Sell
2025 Q3	$178K	Sell
2025 Q2	$260K	Hold
2025 Q1	$202K	Hold
2024 Q4	$224K	Sell
2024 Q3	$210K	Hold
2024 Q2	$218K	Buy