Watershed Private Wealth’s Rockwell Automation ROK Stock Holding History

Watershed Private Wealth’s Portfolio ROK Stock Details ROK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$566K	Hold
2025 Q2	$538K	Hold
2025 Q1	$418K	Hold
2024 Q4	$463K	Hold
2024 Q3	$435K	Hold
2024 Q2	$446K	Hold
2024 Q1	$472K	Hold
2023 Q4	$503K	Buy
2023 Q3	$350K	Buy