Moss Adams Wealth Advisors’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 | $992K | Buy |
2,988
+280
| +10% | +$93K | 0.09% | 79 |
|
|
2025
Q1 | $700K | Buy |
2,708
+98
| +4% | +$25.3K | 0.07% | 86 |
|
|
2024
Q4 | $746K | Buy |
2,610
+382
| +17% | +$109K | 0.08% | 78 |
|
|
2024
Q3 | $598K | Buy |
2,228
+101
| +5% | +$27.1K | 0.07% | 87 |
|
|
2024
Q2 | $586K | Sell |
2,127
-42
| -2% | -$11.6K | 0.08% | 74 |
|
|
2024
Q1 | $632K | Buy |
2,169
+927
| +75% | +$270K | 0.1% | 62 |
|
|
2023
Q4 | $386K | Buy |
1,242
+59
| +5% | +$18.3K | 0.08% | 65 |
|
|
2023
Q3 | $338K | Sell |
1,183
-25
| -2% | -$7.15K | 0.12% | 62 |
|
|
2023
Q2 | $398K | Sell |
1,208
-32
| -3% | -$10.5K | 0.13% | 51 |
|
|
2023
Q1 | $364K | Buy |
+1,240
| New | +$364K | 0.12% | 52 |
|