WealthPLAN Partners’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 | $319K | Sell |
959
-45
| -4% | -$14.9K | 0.05% | 208 |
|
|
2025
Q1 | $259K | Hold |
1,004
| – | – | 0.04% | 225 |
|
|
2024
Q4 | $287K | Sell |
1,004
-1
| -0.1% | -$286 | 0.04% | 216 |
|
|
2024
Q3 | $270K | Sell |
1,005
-76
| -7% | -$20.4K | 0.04% | 234 |
|
|
2024
Q2 | $298K | Hold |
1,081
| – | – | 0.03% | 253 |
|
|
2024
Q1 | $315K | Sell |
1,081
-92
| -8% | -$26.8K | 0.03% | 253 |
|
|
2023
Q4 | $364K | Hold |
1,173
| – | – | 0.04% | 251 |
|
|
2023
Q3 | $335K | Sell |
1,173
-113
| -9% | -$32.3K | 0.04% | 254 |
|
|
2023
Q2 | $424K | Hold |
1,286
| – | – | 0.06% | 206 |
|
|
2023
Q1 | $377K | Sell |
1,286
-188
| -13% | -$55.2K | 0.04% | 227 |
|
|
2022
Q4 | $432K | Buy |
+1,474
| New | +$432K | 0.03% | 274 |
|
|
2022
Q1 | $372K | Sell |
1,474
-103
| -7% | -$26K | 0.03% | 286 |
|
|
2021
Q4 | $456K | Hold |
1,577
| – | – | 0.03% | 263 |
|
|
2021
Q3 | $553K | Buy |
1,577
+10
| +0.6% | +$3.51K | 0.04% | 238 |
|
|
2021
Q2 | $496K | Buy |
1,567
+682
| +77% | +$216K | 0.03% | 238 |
|
|
2021
Q1 | $232K | Hold |
885
| – | – | 0.02% | 296 |
|
|
2020
Q4 | $214K | Sell |
885
-2
| -0.2% | -$484 | 0.02% | 308 |
|
|
2020
Q3 | $209K | Sell |
887
-7
| -0.8% | -$1.65K | 0.02% | 291 |
|
|
2020
Q2 | $209K | Buy |
+894
| New | +$209K | 0.02% | 280 |
|