SWM
SilverOak Wealth Management’s Rockwell Automation ROK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.79M | Sell |
8,394
-1,300
| -13% | -$432K | 0.52% | 25 |
|
|
2025
Q1 | $2.5M | Sell |
9,694
-1,100
| -10% | -$284K | 0.54% | 25 |
|
|
2024
Q4 | $3.08M | Buy |
10,794
+237
| +2% | +$67.7K | 0.66% | 23 |
|
|
2024
Q3 | $2.83M | Hold |
10,557
| – | – | 0.64% | 22 |
|
|
2024
Q2 | $2.91M | Hold |
10,557
| – | – | 0.7% | 21 |
|
|
2024
Q1 | $3.08M | Buy |
10,557
+1,660
| +19% | +$484K | 0.76% | 18 |
|
|
2023
Q4 | $2.76M | Buy |
+8,897
| New | +$2.76M | 0.75% | 19 |
|