Principia Wealth Advisory’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	$664	Sell	2 -2	-50%	-$664	﹤0.01%	671
2025 Q1	$970	Buy	4 +1	+33%	+$243	﹤0.01%	397
2024 Q4	$857	Buy	+3	New	+$857	﹤0.01%	397