Trueblood Wealth Management’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 | $495K | Sell |
1,489
-29
| -2% | -$9.63K | 0.21% | 142 |
|
|
2025
Q1 | $392K | Sell |
1,518
-119
| -7% | -$30.7K | 0.18% | 155 |
|
|
2024
Q4 | $468K | Hold |
1,637
| – | – | 0.23% | 138 |
|
|
2024
Q3 | $439K | Sell |
1,637
-7
| -0.4% | -$1.88K | 0.22% | 135 |
|
|
2024
Q2 | $453K | Sell |
1,644
-10
| -0.6% | -$2.75K | 0.26% | 119 |
|
|
2024
Q1 | $482K | Sell |
1,654
-292
| -15% | -$85.1K | 0.28% | 107 |
|
|
2023
Q4 | $604K | Buy |
+1,946
| New | +$604K | 0.38% | 87 |
|