WMS Partners’s Rockwell Automation ROK Stock Holding History

WMS Partners’s Portfolio ROK Stock Details ROK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$294K	Buy
2024 Q3	$269K	Sell
2024 Q2	$284K	Buy
2024 Q1	$292K	Sell
2023 Q4	$313K	Buy
2023 Q3	$286K	Sell
2023 Q2	$333K	Sell
2023 Q1	$298K	Buy