Patrick M. Sweeney & Associates’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 | $474K | Hold |
1,367
| – | – | 0.33% | 79 |
|
|
2025
Q1 | $353K | Buy |
1,367
+1
| +0.1% | +$258 | 0.26% | 95 |
|
|
2024
Q4 | $391K | Hold |
1,366
| – | – | 0.29% | 86 |
|
|
2024
Q3 | $367K | Buy |
1,366
+3
| +0.2% | +$806 | 0.27% | 94 |
|
|
2024
Q2 | $375K | Sell |
1,363
-2
| -0.1% | -$551 | 0.3% | 83 |
|
|
2024
Q1 | $398K | Buy |
1,365
+142
| +12% | +$41.4K | 0.33% | 81 |
|
|
2023
Q4 | $380K | Buy |
+1,223
| New | +$380K | 0.35% | 74 |
|