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Richards, Merrill & Peterson’s Rockwell Automation ROK Stock Holding History

Richards, Merrill & Peterson’s Portfolio ROK Stock Details ROK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$386K Buy
1,162
+124
+12% +$41.2K 0.18% 121
2025
Q1 		$268K Sell
1,038
-113
-10% -$29.2K 0.14% 128
2024
Q4 		$329K Buy
+1,151
New +$329K 0.17% 115