WJ Wealth Management’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $727K | Hold |
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|
2025
Q2 | $691K | Hold |
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|
2025
Q1 | $537K | Hold |
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|
2024
Q4 | $594K | Hold |
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|
2024
Q3 | $558K | Hold |
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|
2024
Q2 | $573K | Hold |
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|
2024
Q1 | $606K | Hold |
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|
2023
Q4 | $646K | Hold |
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|
2023
Q3 | $595K | Hold |
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|
2023
Q2 | $685K | Buy |
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|
2023
Q1 | $305K | Sell |
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|
2022
Q4 | $536K | Hold |
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|
2022
Q3 | $448K | Hold |
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|
2022
Q2 | $414K | Buy |
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|
2022
Q1 | $293K | Hold |
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|
2021
Q4 | $365K | Buy |
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|
2021
Q3 | $306K | Hold |
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|
2021
Q2 | $297K | Hold |
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|
2021
Q1 | $276K | Hold |
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|
2020
Q4 | $261K | Hold |
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|
2020
Q3 | $230K | Sell |
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|
2020
Q2 | $444K | Buy |
|