WIM Investment Management’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	$17.1M	Hold	51,500	–	–	5.68%	6
2025 Q1	$13.3M	Buy	51,500 +11,550	+29%	+$2.98M	5.55%	6
2024 Q4	$11.4M	Buy	39,950 +15,750	+65%	+$4.5M	3.92%	7
2024 Q3	$6.5M	Buy	+24,200	New	+$6.5M	2.73%	7