Birch Hill Investment Advisors’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 | $68.4M | Sell |
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|
2025
Q2 | $65.6M | Sell |
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|
2025
Q1 | $51.1M | Buy |
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|
2024
Q4 | $56.5M | Sell |
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|
2024
Q3 | $53.2M | Sell |
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|
2024
Q2 | $54.7M | Buy |
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|
2024
Q1 | $57.2M | Buy |
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|
2023
Q4 | $59M | Buy |
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|
2023
Q3 | $49.4M | Buy |
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|
2023
Q2 | $56.4M | Buy |
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|
2023
Q1 | $50.2M | Sell |
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|
2022
Q4 | $45.1M | Buy |
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|
2022
Q3 | $36.6M | Buy |
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|
2022
Q2 | $32.2M | Buy |
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|
2022
Q1 | $4.98M | Sell |
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|
2021
Q4 | $6.8M | Sell |
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|
2021
Q3 | $5.75M | Sell |
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|
2021
Q2 | $5.6M | Buy |
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|
2021
Q1 | $5.2M | Buy |
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|
2020
Q4 | $2.03M | Buy |
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|
2020
Q3 | $1.76M | Buy |
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|
2020
Q2 | $1.66M | Buy |
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