Bedell Frazier Investment Counselling’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.32M | Sell |
16,029
-204
| -1% | -$67.8K | 1.34% | 25 |
|
|
2025
Q1 | $4.19M | Buy |
16,233
+30
| +0.2% | +$7.75K | 1.07% | 30 |
|
|
2024
Q4 | $4.63M | Buy |
+16,203
| New | +$4.63M | 1.15% | 27 |
|
|
2018
Q4 | – | Sell |
-47,250
| Closed | -$8.86M | – | 56 |
|
|
2018
Q3 | $8.86M | Sell |
47,250
-30
| -0.1% | -$5.63K | 2.45% | 15 |
|
|
2018
Q2 | $7.86M | Buy |
+47,280
| New | +$7.86M | 2.3% | 20 |
|