KWM
Kingsview Wealth Management’s Rockwell Automation ROK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634K | Sell |
1,909
-140
| -7% | -$46.5K | 0.01% | 689 |
|
|
2025
Q1 | $529K | Sell |
2,049
-78
| -4% | -$20.2K | 0.01% | 708 |
|
|
2024
Q4 | $608K | Buy |
2,127
+23
| +1% | +$6.57K | 0.01% | 681 |
|
|
2024
Q3 | $565K | Sell |
2,104
-352
| -14% | -$94.5K | 0.01% | 674 |
|
|
2024
Q2 | $676K | Sell |
2,456
-274
| -10% | -$75.4K | 0.02% | 599 |
|
|
2024
Q1 | $795K | Buy |
2,730
+142
| +5% | +$41.4K | 0.02% | 558 |
|
|
2023
Q4 | $804K | Sell |
2,588
-29
| -1% | -$9.01K | 0.02% | 526 |
|
|
2023
Q3 | $748K | Buy |
2,617
+133
| +5% | +$38K | 0.03% | 511 |
|
|
2023
Q2 | $818K | Buy |
2,484
+307
| +14% | +$101K | 0.03% | 468 |
|
|
2023
Q1 | $639K | Buy |
2,177
+109
| +5% | +$32K | 0.03% | 512 |
|
|
2022
Q4 | $533K | Buy |
2,068
+410
| +25% | +$106K | 0.02% | 493 |
|
|
2022
Q3 | $357K | Buy |
1,658
+607
| +58% | +$131K | 0.02% | 589 |
|
|
2022
Q2 | $210K | Sell |
1,051
-282
| -21% | -$56.3K | 0.01% | 754 |
|
|
2022
Q1 | $373K | Buy |
1,333
+212
| +19% | +$59.4K | 0.02% | 641 |
|
|
2021
Q4 | $391K | Buy |
1,121
+296
| +36% | +$103K | 0.02% | 638 |
|
|
2021
Q3 | $243K | Buy |
825
+57
| +7% | +$16.8K | 0.01% | 744 |
|
|
2021
Q2 | $219K | Buy |
768
+4
| +0.5% | +$1.14K | 0.01% | 803 |
|
|
2021
Q1 | $201K | Sell |
764
-115
| -13% | -$30.3K | 0.01% | 772 |
|
|
2020
Q4 | $221K | Sell |
879
-1,069
| -55% | -$269K | 0.02% | 620 |
|
|
2020
Q3 | $430K | Buy |
1,948
+969
| +99% | +$214K | 0.04% | 400 |
|
|
2020
Q2 | $209K | Buy |
+979
| New | +$209K | 0.02% | 524 |
|