Beacon Capital Management LLC (Tennessee)’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 | – | Sell |
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|
2025
Q2 | $115K | Sell |
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|
2025
Q1 | $112K | Buy |
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|
2024
Q4 | $123K | Sell |
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|
2024
Q3 | $117K | Hold |
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|
2024
Q2 | $120K | Buy |
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|
2024
Q1 | $125K | Buy |
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|
2023
Q4 | $117K | Hold |
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|
2023
Q3 | $135K | Hold |
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|
2023
Q2 | $135K | Sell |
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|
2023
Q1 | $122K | Hold |
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|
2022
Q4 | $107K | Buy |
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|
2022
Q3 | $45K | Hold |
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|
2022
Q2 | $64K | Hold |
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|
2022
Q1 | $64K | Buy |
|