Wealthfront Advisers’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
$2.53M Sell
7,617
-91
-1% -$30.2K 0.01% 517
2025
Q1
$1.99M Buy
7,708
+43
+0.6% +$11.1K 0.01% 540
2024
Q4
$2.19M Buy
7,665
+418
+6% +$119K 0.01% 510
2024
Q3
$1.95M Sell
7,247
-1,992
-22% -$535K 0.01% 504
2024
Q2
$2.54M Buy
9,239
+1,320
+17% +$363K 0.01% 428
2024
Q1
$2.31M Buy
7,919
+919
+13% +$268K 0.01% 452
2023
Q4
$2.17M Sell
7,000
-192
-3% -$59.6K 0.01% 447
2023
Q3
$2.06M Sell
7,192
-1,823
-20% -$521K 0.01% 419
2023
Q2
$2.97M Buy
9,015
+1,687
+23% +$556K 0.01% 328
2023
Q1
$2.15M Sell
7,328
-50
-0.7% -$14.7K 0.01% 396
2022
Q4
$1.9M Sell
7,378
-619
-8% -$159K 0.01% 413
2022
Q3
$1.72M Sell
7,997
-5,183
-39% -$1.11M 0.01% 395
2022
Q2
$2.63M Buy
13,180
+2,192
+20% +$437K 0.01% 313
2022
Q1
$3.08M Buy
10,988
+4,699
+75% +$1.32M 0.01% 299
2021
Q4
$2.19M Buy
6,289
+218
+4% +$76.1K 0.01% 362
2021
Q3
$1.79M Buy
6,071
+435
+8% +$128K 0.01% 369
2021
Q2
$1.61M Sell
5,636
-67
-1% -$19.2K 0.01% 342
2021
Q1
$1.51M Sell
5,703
-139
-2% -$36.9K 0.01% 320
2020
Q4
$1.47M Sell
5,842
-159
-3% -$39.9K 0.01% 294
2020
Q3
$1.32M Buy
6,001
+417
+7% +$92K 0.01% 268
2020
Q2
$1.19M Buy
5,584
+3,386
+154% +$721K 0.01% 280
2020
Q1
$332K Sell
2,198
-1,274
-37% -$192K ﹤0.01% 386
2019
Q4
$704K Buy
3,472
+735
+27% +$149K 0.01% 368
2019
Q3
$451K Sell
2,737
-13
-0.5% -$2.14K ﹤0.01% 386
2019
Q2
$451K Sell
2,750
-494
-15% -$81K ﹤0.01% 398
2019
Q1
$569K Buy
3,244
+840
+35% +$147K 0.01% 353
2018
Q4
$362K Buy
+2,404
New +$362K ﹤0.01% 375