Avitas Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $421K | Sell |
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|
2024
Q1 | $473K | Sell |
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|
2023
Q4 | $508K | Sell |
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|
2023
Q3 | $469K | Sell |
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|
2023
Q2 | $558K | Sell |
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|
2023
Q1 | $505K | Sell |
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|
2022
Q4 | $456K | Buy |
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|
2022
Q3 | $272K | Buy |
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|
2022
Q2 | $250K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $2.88M | Sell |
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|
2019
Q1 | $3.12M | Buy |
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|
2018
Q4 | $2.67M | Buy |
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|
2018
Q3 | $3.31M | Buy |
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|
2018
Q2 | $2.86M | Buy |
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