True Wealth Design’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.5K | Hold |
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|
2025
Q2 | $3.32K | Hold |
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|
2025
Q1 | $2.58K | Buy |
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|
2024
Q4 | $1.72K | Buy |
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|
2024
Q3 | $1.07K | Sell |
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|
2024
Q2 | $14.9K | Sell |
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|
2024
Q1 | $16K | Buy |
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|
2023
Q4 | $16.1K | Buy |
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|
2023
Q3 | $572 | Hold |
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|
2023
Q2 | $659 | Sell |
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|
2023
Q1 | $91.3K | Sell |
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|
2022
Q4 | $91.2K | Buy |
|