Watershed Private Wealth’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 | $538K | Hold |
1,619
| – | – | 0.2% | 67 |
|
|
2025
Q1 | $418K | Hold |
1,619
| – | – | 0.17% | 76 |
|
|
2024
Q4 | $463K | Hold |
1,619
| – | – | 0.18% | 72 |
|
|
2024
Q3 | $435K | Hold |
1,619
| – | – | 0.17% | 72 |
|
|
2024
Q2 | $446K | Hold |
1,619
| – | – | 0.19% | 78 |
|
|
2024
Q1 | $472K | Hold |
1,619
| – | – | 0.21% | 79 |
|
|
2023
Q4 | $503K | Buy |
1,619
+393
| +32% | +$122K | 0.28% | 66 |
|
|
2023
Q3 | $350K | Buy |
+1,226
| New | +$350K | 0.22% | 73 |
|