Private Wealth Management Group’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 | $3.65K | Sell |
11
-8
| -42% | -$2.66K | ﹤0.01% | 882 |
|
|
2025
Q1 | $4.91K | Hold |
19
| – | – | ﹤0.01% | 733 |
|
|
2024
Q4 | $5.43K | Hold |
19
| – | – | ﹤0.01% | 706 |
|
|
2024
Q3 | $5.1K | Buy |
19
+1
| +6% | +$268 | ﹤0.01% | 729 |
|
|
2024
Q2 | $4.96K | Sell |
18
-13
| -42% | -$3.58K | ﹤0.01% | 709 |
|
|
2024
Q1 | $9.03K | Hold |
31
| – | – | ﹤0.01% | 436 |
|
|
2023
Q4 | $9.63K | Buy |
+31
| New | +$9.63K | ﹤0.01% | 413 |
|