Moran Wealth Management’s Rockwell Automation ROK Stock Holding History

Moran Wealth Management’s Portfolio ROK Stock Details ROK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$466K	Sell
2025 Q3	$619K	Sell
2025 Q2	$648K	Sell
2025 Q1	$573K	Sell
2024 Q4	$689K	Buy
2024 Q3	$629K	Buy
2024 Q2	$631K	Buy
2024 Q1	$360K	Buy
2023 Q4	$227K	Buy