Principia Wealth Advisory’s Rockwell Automation ROK Stock Holding History

Principia Wealth Advisory’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 Q2	$664	Sell
2025 Q1	$970	Buy
2024 Q4	$857	Buy