WAS
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WESPAC Advisors SoCal’s Rockwell Automation ROK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.1M Buy
+3,303
New +$1.1M 0.24% 68
2019
Q2
Sell
-33
Closed -$5K 252
2019
Q1
$5K Hold
33
﹤0.01% 289
2018
Q4
$4K Buy
+33
New +$4K ﹤0.01% 294