SWA
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Strategies Wealth Advisors’s Rockwell Automation ROK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$568K Buy
1,710
+2
+0.1% +$664 0.06% 90
2025
Q1
$441K Buy
+1,708
New +$441K 0.05% 106