True Wealth Design’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 | $3.32K | Hold |
10
| – | – | ﹤0.01% | 975 |
|
|
2025
Q1 | $2.58K | Buy |
10
+4
| +67% | +$1.03K | ﹤0.01% | 918 |
|
|
2024
Q4 | $1.72K | Buy |
6
+2
| +50% | +$572 | ﹤0.01% | 781 |
|
|
2024
Q3 | $1.07K | Sell |
4
-50
| -93% | -$13.4K | ﹤0.01% | 960 |
|
|
2024
Q2 | $14.9K | Sell |
54
-1
| -2% | -$275 | ﹤0.01% | 224 |
|
|
2024
Q1 | $16K | Buy |
55
+3
| +6% | +$874 | ﹤0.01% | 222 |
|
|
2023
Q4 | $16.1K | Buy |
52
+50
| +2,500% | +$15.5K | ﹤0.01% | 214 |
|
|
2023
Q3 | $572 | Hold |
2
| – | – | ﹤0.01% | 400 |
|
|
2023
Q2 | $659 | Sell |
2
-309
| -99% | -$102K | ﹤0.01% | 384 |
|
|
2023
Q1 | $91.3K | Sell |
311
-43
| -12% | -$12.6K | 0.04% | 141 |
|
|
2022
Q4 | $91.2K | Buy |
+354
| New | +$91.2K | 0.04% | 129 |
|