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Marshall & Sterling Wealth Advisors’s Rockwell Automation ROK Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio ROK Stock Details ROK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-32
Closed -$8.31K – 677
2025
Q1 		$8.31K Sell
32
-1,857
-98% -$482K 0.01% 353
2024
Q4 		$540K Buy
+1,889
New +$540K 0.37% 53