PDS Planning’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	$294K	Buy	+886	New	+$294K	0.02%	359
2023 Q4	–	Sell	-719	Closed	-$206K	–	376
2023 Q3	$206K	Buy	719 +15	+2%	+$4.29K	0.03%	296
2023 Q2	$232K	Buy	+704	New	+$232K	0.03%	263