Robertson Stephens Wealth Management’s Rockwell Automation ROK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Buy |
+1,170
| New | +$389K | 0.01% | 411 |
|
|
2025
Q1 | – | Sell |
-809
| Closed | -$231K | – | 579 |
|
|
2024
Q4 | $231K | Sell |
809
-83
| -9% | -$23.7K | 0.01% | 522 |
|
|
2024
Q3 | $239K | Buy |
+892
| New | +$239K | 0.01% | 561 |
|
|
2024
Q2 | – | Sell |
-703
| Closed | -$205K | – | 523 |
|
|
2024
Q1 | $205K | Buy |
+703
| New | +$205K | 0.01% | 479 |
|