United Asset Strategies’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	$202K	Buy	+609	New	+$202K	0.02%	237
2022 Q1	–	Sell	-575	Closed	-$201K	–	233
2021 Q4	$201K	Buy	+575	New	+$201K	0.02%	199
2021 Q1	–	Sell	-980	Closed	-$246K	–	225
2020 Q4	$246K	Buy	+980	New	+$246K	0.04%	184