Baldwin Wealth Partners’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 | – | Sell |
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|
2024
Q3 | $26.8K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $3K | Sell |
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|
2022
Q2 | $26K | Hold |
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|
2022
Q1 | $36K | Hold |
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|
2021
Q4 | $45K | Buy |
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|
2021
Q3 | $4K | Hold |
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|
2021
Q2 | $3K | Hold |
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|
2021
Q1 | $3K | Hold |
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|
2020
Q4 | $3K | Hold |
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|
2020
Q3 | $3K | Hold |
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|
2020
Q2 | $3K | Hold |
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|
2020
Q1 | $2K | Hold |
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|
2019
Q4 | $2K | Hold |
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|
2019
Q3 | $2K | Sell |
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|
2019
Q2 | $31K | Hold |
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|
2019
Q1 | $33K | Hold |
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|
2018
Q4 | $28K | Hold |
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|
2018
Q3 | $35K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $32K | Buy |
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|
2016
Q1 | $26K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $1.67M | Buy |
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|
2014
Q1 | $1.65M | Buy |
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|
2013
Q4 | $1.54M | Sell |
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|
2013
Q3 | $1.39M | Buy |
|