World Investment 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
$440K Sell
1,324
-386
-23% -$128K 0.01% 781
2025
Q1
$442K Sell
1,710
-633
-27% -$164K 0.01% 727
2024
Q4
$670K Buy
+2,343
New +$670K 0.02% 572