Pine Harbor 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 | $299K | Hold |
900
| – | – | 0.11% | 78 |
|
|
2025
Q1 | $233K | Hold |
900
| – | – | 0.09% | 84 |
|
|
2024
Q4 | $257K | Hold |
900
| – | – | 0.1% | 81 |
|
|
2024
Q3 | $242K | Hold |
900
| – | – | 0.12% | 87 |
|
|
2024
Q2 | $248K | Hold |
900
| – | – | 0.15% | 80 |
|
|
2024
Q1 | $262K | Hold |
900
| – | – | 0.17% | 75 |
|
|
2023
Q4 | $279K | Buy |
+900
| New | +$279K | 0.21% | 74 |
|