Meridian Wealth Management’s Rockwell Automation ROK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,885	Closed	-$585K	–	437
2023 Q4	$585K	Sell	1,885 -1,819	-49%	-$565K	0.04%	349
2023 Q3	$1.06M	Buy	3,704 +2,621	+242%	+$749K	0.06%	226
2023 Q2	$357K	Buy	+1,083	New	+$357K	0.03%	395