WJ Wealth 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 | $691K | Hold |
2,080
| – | – | 0.22% | 60 |
|
|
2025
Q1 | $537K | Hold |
2,080
| – | – | 0.19% | 61 |
|
|
2024
Q4 | $594K | Hold |
2,080
| – | – | 0.2% | 55 |
|
|
2024
Q3 | $558K | Hold |
2,080
| – | – | 0.2% | 53 |
|
|
2024
Q2 | $573K | Hold |
2,080
| – | – | 0.21% | 54 |
|
|
2024
Q1 | $606K | Hold |
2,080
| – | – | 0.24% | 49 |
|
|
2023
Q4 | $646K | Hold |
2,080
| – | – | 0.28% | 47 |
|
|
2023
Q3 | $595K | Hold |
2,080
| – | – | 0.29% | 42 |
|
|
2023
Q2 | $685K | Buy |
2,080
+1,040
| +100% | +$343K | 0.32% | 38 |
|
|
2023
Q1 | $305K | Sell |
1,040
-1,040
| -50% | -$305K | 0.21% | 40 |
|
|
2022
Q4 | $536K | Hold |
2,080
| – | – | 0.31% | 31 |
|
|
2022
Q3 | $448K | Hold |
2,080
| – | – | 0.28% | 38 |
|
|
2022
Q2 | $414K | Buy |
2,080
+1,034
| +99% | +$206K | 0.29% | 35 |
|
|
2022
Q1 | $293K | Hold |
1,046
| – | – | 0.19% | 37 |
|
|
2021
Q4 | $365K | Buy |
1,046
+6
| +0.6% | +$2.09K | 0.22% | 39 |
|
|
2021
Q3 | $306K | Hold |
1,040
| – | – | 0.2% | 46 |
|
|
2021
Q2 | $297K | Hold |
1,040
| – | – | 0.92% | 29 |
|
|
2021
Q1 | $276K | Hold |
1,040
| – | – | 0.86% | 36 |
|
|
2020
Q4 | $261K | Hold |
1,040
| – | – | 0.81% | 32 |
|
|
2020
Q3 | $230K | Sell |
1,040
-1,040
| -50% | -$230K | 0.74% | 29 |
|
|
2020
Q2 | $444K | Buy |
+2,080
| New | +$444K | 0.31% | 34 |
|