Simplicity Wealth’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 | $802K | Buy |
2,415
+1,533
| +174% | +$509K | 0.03% | 371 |
|
|
2025
Q1 | $228K | Buy |
+882
| New | +$228K | 0.02% | 490 |
|
|
2024
Q4 | – | Sell |
-752
| Closed | -$202K | – | 475 |
|
|
2024
Q3 | $202K | Sell |
752
-3,252
| -81% | -$873K | 0.02% | 477 |
|
|
2024
Q2 | $1.1M | Buy |
4,004
+565
| +16% | +$156K | 0.02% | 501 |
|
|
2024
Q1 | $1M | Buy |
+3,439
| New | +$1M | 0.02% | 516 |
|