VCI 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
$1.77M Buy
5,331
+213
+4% +$70.8K 0.62% 39
2025
Q1
$1.32M Sell
5,118
-959
-16% -$248K 0.55% 46
2024
Q4
$1.74M Buy
6,077
+1,537
+34% +$439K 0.74% 38
2024
Q3
$1.22M Buy
+4,540
New +$1.22M 0.54% 60