West Wealth Group’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 | $457K | Buy |
1,389
+6
| +0.4% | +$1.97K | 0.11% | 61 |
|
|
2025
Q1 | $358K | Buy |
1,383
+7
| +0.5% | +$1.81K | 0.11% | 65 |
|
|
2024
Q4 | $393K | Buy |
1,376
+5
| +0.4% | +$1.43K | 0.12% | 58 |
|
|
2024
Q3 | $368K | Sell |
1,371
-365
| -21% | -$98K | 0.12% | 55 |
|
|
2024
Q2 | $478K | Buy |
1,736
+8
| +0.5% | +$2.2K | 0.17% | 49 |
|
|
2024
Q1 | $503K | Buy |
1,728
+8
| +0.5% | +$2.33K | 0.19% | 46 |
|
|
2023
Q4 | $534K | Buy |
1,720
+1
| +0.1% | +$311 | 0.21% | 41 |
|
|
2023
Q3 | $491K | Buy |
1,719
+6
| +0.4% | +$1.72K | 0.21% | 41 |
|
|
2023
Q2 | $564K | Buy |
1,713
+7
| +0.4% | +$2.31K | 0.24% | 33 |
|
|
2023
Q1 | $501K | Buy |
1,706
+7
| +0.4% | +$2.05K | 0.23% | 31 |
|
|
2022
Q4 | $438K | Buy |
1,699
+8
| +0.5% | +$2.06K | 0.22% | 38 |
|
|
2022
Q3 | $363K | Buy |
1,691
+7
| +0.4% | +$1.5K | 0.18% | 41 |
|
|
2022
Q2 | $335K | Buy |
1,684
+9
| +0.5% | +$1.79K | 0.16% | 43 |
|
|
2022
Q1 | $469K | Buy |
1,675
+7
| +0.4% | +$1.96K | 0.19% | 32 |
|
|
2021
Q4 | $582K | Buy |
+1,668
| New | +$582K | 0.22% | 29 |
|