WealthPLAN Partners’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $326K | Sell |
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|
2025
Q2 | $319K | Sell |
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|
2025
Q1 | $259K | Hold |
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|
2024
Q4 | $287K | Sell |
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|
2024
Q3 | $270K | Sell |
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|
2024
Q2 | $298K | Hold |
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|
2024
Q1 | $315K | Sell |
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|
2023
Q4 | $364K | Hold |
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|
2023
Q3 | $335K | Sell |
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|
2023
Q2 | $424K | Hold |
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|
2023
Q1 | $377K | Sell |
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|
2022
Q4 | $432K | Buy |
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|
2022
Q1 | $372K | Sell |
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|
2021
Q4 | $456K | Hold |
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|
2021
Q3 | $553K | Buy |
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|
2021
Q2 | $496K | Buy |
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|
2021
Q1 | $232K | Hold |
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|
2020
Q4 | $214K | Sell |
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|
2020
Q3 | $209K | Sell |
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|
2020
Q2 | $209K | Buy |
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