Roberts Wealth Advisors’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 | $4.37M | Buy |
13,169
+48
| +0.4% | +$15.9K | 1.26% | 29 |
|
|
2025
Q1 | $3.39M | Buy |
13,121
+141
| +1% | +$36.4K | 1.05% | 30 |
|
|
2024
Q4 | $3.58M | Buy |
12,980
+473
| +4% | +$131K | 1.09% | 29 |
|
|
2024
Q3 | $3.33M | Buy |
12,507
+6,484
| +108% | +$1.73M | 1.08% | 34 |
|
|
2024
Q2 | $1.57M | Buy |
6,023
+122
| +2% | +$31.9K | 0.54% | 55 |
|
|
2024
Q1 | $1.69M | Buy |
+5,901
| New | +$1.69M | 0.63% | 51 |
|