Mowery & Schoenfeld 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
$5.32K Hold
16
0.01% 271
2025
Q1
$4.14K Sell
16
-2
-11% -$517 0.01% 339
2024
Q4
$5.15K Buy
+18
New +$5.15K 0.01% 302