MWM
Mascoma Wealth Management’s Rockwell Automation ROK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6K | Hold |
50
| – | – | ﹤0.01% | 276 |
|
|
2025
Q1 | $12.9K | Hold |
50
| – | – | ﹤0.01% | 305 |
|
|
2024
Q4 | $14.3K | Hold |
50
| – | – | ﹤0.01% | 309 |
|
|
2024
Q3 | $13.4K | Hold |
50
| – | – | ﹤0.01% | 304 |
|
|
2024
Q2 | $13.8K | Hold |
50
| – | – | ﹤0.01% | 299 |
|
|
2024
Q1 | $14.6K | Hold |
50
| – | – | ﹤0.01% | 280 |
|
|
2023
Q4 | $15.5K | Hold |
50
| – | – | ﹤0.01% | 287 |
|
|
2023
Q3 | $14.3K | Hold |
50
| – | – | ﹤0.01% | 298 |
|
|
2023
Q2 | $15.3K | Hold |
50
| – | – | ﹤0.01% | 289 |
|
|
2023
Q1 | $14.2K | Hold |
50
| – | – | ﹤0.01% | 370 |
|
|
2022
Q4 | $12.9K | Hold |
50
| – | – | ﹤0.01% | 376 |
|
|
2022
Q3 | $11K | Hold |
50
| – | – | ﹤0.01% | 391 |
|
|
2022
Q2 | $10K | Hold |
50
| – | – | ﹤0.01% | 420 |
|
|
2022
Q1 | $14K | Hold |
50
| – | – | ﹤0.01% | 407 |
|
|
2021
Q4 | $17K | Hold |
50
| – | – | 0.01% | 351 |
|
|
2021
Q3 | $15K | Buy |
+50
| New | +$15K | 0.01% | 313 |
|
|
2021
Q2 | – | Sell |
-50
| Closed | -$13K | – | 365 |
|
|
2021
Q1 | $13K | Buy |
+50
| New | +$13K | 0.01% | 328 |
|