IAN
Integrated Advisors Network’s Rockwell Automation ROK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $972K | Sell |
2,925
-226
| -7% | -$75.1K | 0.04% | 359 |
|
|
2025
Q1 | $814K | Buy |
3,151
+59
| +2% | +$15.2K | 0.04% | 350 |
|
|
2024
Q4 | $884K | Sell |
3,092
-332
| -10% | -$94.9K | 0.04% | 324 |
|
|
2024
Q3 | $919K | Sell |
3,424
-105
| -3% | -$28.2K | 0.04% | 326 |
|
|
2024
Q2 | $971K | Sell |
3,529
-434
| -11% | -$119K | 0.05% | 306 |
|
|
2024
Q1 | $1.15M | Sell |
3,963
-47
| -1% | -$13.7K | 0.06% | 282 |
|
|
2023
Q4 | $1.24M | Sell |
4,010
-7,980
| -67% | -$2.48M | 0.07% | 258 |
|
|
2023
Q3 | $3.43M | Buy |
11,990
+552
| +5% | +$158K | 0.21% | 135 |
|
|
2023
Q2 | $3.77M | Buy |
11,438
+7,840
| +218% | +$2.58M | 0.22% | 124 |
|
|
2023
Q1 | $1.06M | Sell |
3,598
-160
| -4% | -$46.9K | 0.06% | 282 |
|
|
2022
Q4 | $968K | Sell |
3,758
-69
| -2% | -$17.8K | 0.06% | 298 |
|
|
2022
Q3 | $823K | Sell |
3,827
-792
| -17% | -$170K | 0.06% | 303 |
|
|
2022
Q2 | $921K | Buy |
4,619
+856
| +23% | +$171K | 0.06% | 293 |
|
|
2022
Q1 | $1.05M | Buy |
+3,763
| New | +$1.05M | 0.06% | 296 |
|
|
2020
Q3 | – | Sell |
-11,082
| Closed | -$2.36M | – | 483 |
|
|
2020
Q2 | $2.36M | Buy |
+11,082
| New | +$2.36M | 0.28% | 102 |
|
|
2020
Q1 | – | Sell |
-30,002
| Closed | -$6.08M | – | 435 |
|
|
2019
Q4 | $6.08M | Buy |
+30,002
| New | +$6.08M | 0.82% | 21 |
|