Impact Partnership Wealth’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
$233K Buy
+702
New +$233K 0.04% 253
2025
Q1
Sell
-816
Closed -$233K 330
2024
Q4
$233K Buy
+816
New +$233K 0.05% 251
2023
Q4
Sell
-27
Closed -$7.72K 1050
2023
Q3
$7.72K Buy
+27
New +$7.72K ﹤0.01% 630