WR Wealth Planners’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $817K | Buy |
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|
2024
Q3 | $653K | Buy |
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|
2024
Q2 | $643K | Buy |
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|
2024
Q1 | $370K | Sell |
|
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|
2023
Q4 | $399K | Buy |
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|
2023
Q3 | $325K | Buy |
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|
2023
Q2 | $362K | Buy |
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|
2023
Q1 | $311K | Buy |
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|
2022
Q4 | $254K | Sell |
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|
2022
Q3 | $271K | Sell |
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|
2022
Q2 | $275K | Buy |
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|
2022
Q1 | $378K | Buy |
|