Annex Advisory Services’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 | $534K | Buy |
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|
2025
Q2 | $491K | Sell |
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|
2025
Q1 | $390K | Sell |
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|
2024
Q4 | $455K | Sell |
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|
2024
Q3 | $451K | Sell |
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|
2024
Q2 | $515K | Sell |
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|
2024
Q1 | $662K | Buy |
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|
2023
Q4 | $672K | Sell |
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|
2023
Q3 | $840K | Sell |
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|
2023
Q2 | $1.01M | Sell |
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|
2023
Q1 | $1.07M | Buy |
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|
2022
Q4 | $535K | Buy |
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|
2022
Q3 | $317K | Buy |
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|
2022
Q2 | $250K | Buy |
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|
2022
Q1 | $315K | Sell |
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|
2021
Q4 | $437K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $234K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $228K | Buy |
|