Advance Capital 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
$281K Buy
2025
Q2
$266K Hold
2025
Q1
$207K Hold
2024
Q4
$229K Sell
2024
Q3
$216K Buy
2024
Q2
$220K Sell
2024
Q1
$234K Buy
2023
Q4
$248K Sell
2023
Q3
$229K Buy
2023
Q2
$264K Hold
2023
Q1
$235K Hold
2022
Q4
$206K Buy
2022
Q2
Sell
2022
Q1
$224K Hold
2021
Q4
$279K Buy