SPC
Spirepoint Private Client’s Rockwell Automation ROK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Sell |
3,940
-1
| -0% | -$332 | 0.15% | 95 |
|
|
2025
Q1 | $1.02M | Sell |
3,941
-10
| -0.3% | -$2.58K | 0.13% | 91 |
|
|
2024
Q4 | $1.13M | Sell |
3,951
-1
| -0% | -$286 | 0.14% | 91 |
|
|
2024
Q3 | $1.06M | Buy |
3,952
+2
| +0.1% | +$537 | 0.14% | 93 |
|
|
2024
Q2 | $1.09M | Hold |
3,950
| – | – | 0.15% | 90 |
|
|
2024
Q1 | $1.15M | Buy |
+3,950
| New | +$1.15M | 0.18% | 83 |
|