WR Wealth Planners’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $817K | Buy |
2,860
+429
| +18% | +$123K | 0.26% | 57 |
|
|
2024
Q3 | $653K | Buy |
2,431
+95
| +4% | +$25.5K | 0.18% | 87 |
|
|
2024
Q2 | $643K | Buy |
2,336
+1,067
| +84% | +$294K | 0.2% | 83 |
|
|
2024
Q1 | $370K | Sell |
1,269
-15
| -1% | -$4.37K | 0.12% | 116 |
|
|
2023
Q4 | $399K | Buy |
1,284
+146
| +13% | +$45.3K | 0.15% | 125 |
|
|
2023
Q3 | $325K | Buy |
1,138
+39
| +4% | +$11.1K | 0.12% | 131 |
|
|
2023
Q2 | $362K | Buy |
1,099
+38
| +4% | +$12.5K | 0.14% | 116 |
|
|
2023
Q1 | $311K | Buy |
1,061
+74
| +7% | +$21.7K | 0.13% | 123 |
|
|
2022
Q4 | $254K | Sell |
987
-271
| -22% | -$69.8K | 0.16% | 99 |
|
|
2022
Q3 | $271K | Sell |
1,258
-122
| -9% | -$26.2K | 0.19% | 83 |
|
|
2022
Q2 | $275K | Buy |
1,380
+29
| +2% | +$5.78K | 0.18% | 94 |
|
|
2022
Q1 | $378K | Buy |
+1,351
| New | +$378K | 0.23% | 74 |
|