Whipplewood Advisors’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
$18.6K Buy
56
+18
+47% +$5.98K 0.01% 476
2025
Q1
$7.49K Buy
38
+17
+81% +$3.35K ﹤0.01% 617
2024
Q4
$6K Buy
+21
New +$6K ﹤0.01% 655