RWP
Revolve Wealth Partners’s Rockwell Automation ROK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Buy |
1,091
+191
| +21% | +$63.4K | 0.05% | 151 |
|
|
2025
Q1 | $232K | Buy |
900
+100
| +13% | +$25.8K | 0.03% | 199 |
|
|
2024
Q4 | $229K | Buy |
800
+1
| +0.1% | +$286 | 0.03% | 199 |
|
|
2024
Q3 | $215K | Buy |
799
+3
| +0.4% | +$805 | 0.03% | 185 |
|
|
2024
Q2 | $219K | Sell |
796
-2
| -0.3% | -$551 | 0.04% | 163 |
|
|
2024
Q1 | $232K | Buy |
+798
| New | +$232K | 0.04% | 159 |
|