SVWAG
Sound View Wealth Advisors Group’s Rockwell Automation ROK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Sell |
632
-192
| -23% | -$63.8K | 0.02% | 399 |
|
|
2025
Q1 | $213K | Sell |
824
-1,156
| -58% | -$299K | 0.02% | 382 |
|
|
2024
Q4 | $566K | Sell |
1,980
-5,537
| -74% | -$1.58M | 0.05% | 247 |
|
|
2024
Q3 | $2.02M | Buy |
7,517
+1,594
| +27% | +$428K | 0.16% | 125 |
|
|
2024
Q2 | $1.63M | Buy |
5,923
+363
| +7% | +$99.9K | 0.17% | 124 |
|
|
2024
Q1 | $1.62M | Sell |
5,560
-710
| -11% | -$207K | 0.17% | 125 |
|
|
2023
Q4 | $1.95M | Buy |
6,270
+841
| +15% | +$261K | 0.21% | 112 |
|
|
2023
Q3 | $1.55M | Buy |
5,429
+1,349
| +33% | +$386K | 0.19% | 107 |
|
|
2023
Q2 | $1.34M | Sell |
4,080
-239
| -6% | -$78.7K | 0.18% | 118 |
|
|
2023
Q1 | $1.27M | Sell |
4,319
-1,951
| -31% | -$572K | 0.17% | 119 |
|
|
2022
Q4 | $1.95M | Buy |
6,270
+4,635
| +283% | +$1.44M | 0.21% | 112 |
|
|
2022
Q3 | $352K | Sell |
1,635
-160
| -9% | -$34.4K | 0.08% | 196 |
|
|
2022
Q2 | $358K | Buy |
1,795
+456
| +34% | +$90.9K | 0.07% | 200 |
|
|
2022
Q1 | $375K | Sell |
1,339
-659
| -33% | -$185K | 0.07% | 204 |
|
|
2021
Q4 | $697K | Buy |
1,998
+113
| +6% | +$39.4K | 0.13% | 144 |
|
|
2021
Q3 | $554K | Sell |
1,885
-28
| -1% | -$8.23K | 0.12% | 156 |
|
|
2021
Q2 | $547K | Buy |
+1,913
| New | +$547K | 0.12% | 161 |
|