Moran 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $648K | Sell |
1,952
-267
| -12% | -$88.7K | 0.02% | 365 |
|
|
2025
Q1 | $573K | Sell |
2,219
-192
| -8% | -$49.6K | 0.02% | 362 |
|
|
2024
Q4 | $689K | Buy |
2,411
+69
| +3% | +$19.7K | 0.02% | 337 |
|
|
2024
Q3 | $629K | Buy |
2,342
+48
| +2% | +$12.9K | 0.02% | 357 |
|
|
2024
Q2 | $631K | Buy |
2,294
+1,057
| +85% | +$291K | 0.02% | 323 |
|
|
2024
Q1 | $360K | Buy |
1,237
+506
| +69% | +$147K | 0.01% | 363 |
|
|
2023
Q4 | $227K | Buy |
+731
| New | +$227K | 0.01% | 390 |
|