Bourgeon Capital Management’s Rockwell Automation ROK Stock Holding History

Bourgeon Capital Management’s Portfolio ROK Stock Details ROK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$629K	Buy
2021 Q4	–	Sell
2021 Q3	$53K	Sell
2021 Q2	$54K	Sell
2021 Q1	$814K	Sell
2020 Q4	$6.75M	Sell
2020 Q3	$7.88M	Sell
2020 Q2	$7.73M	Buy
2020 Q1	$4.95M	Buy
2019 Q1	–	Sell
2018 Q4	$925K	Buy