Pine Harbor Wealth Management’s Rockwell Automation ROK Stock Holding History

Pine Harbor Wealth Management’s Portfolio ROK Stock Details ROK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$315K	Hold
2025 Q2	$299K	Hold
2025 Q1	$233K	Hold
2024 Q4	$257K	Hold
2024 Q3	$242K	Hold
2024 Q2	$248K	Hold
2024 Q1	$262K	Hold
2023 Q4	$279K	Buy