Beaton Management Company’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
$967K Hold
2025
Q2
$919K Hold
2025
Q1
$715K Hold
2024
Q4
$791K Sell
2024
Q3
$757K Hold
2024
Q2
$776K Hold
2024
Q1
$821K Buy
2023
Q4
$790K Hold
2023
Q3
$727K Buy
2023
Q2
$787K Hold
2023
Q1
$701K Hold
2022
Q4
$616K Hold
2022
Q3
$514K Buy
2022
Q2
$397K Buy
2022
Q1
$487K Buy
2021
Q4
$563K Hold
2021
Q3
$475K Buy
2021
Q2
$398K Buy