Buckingham Strategic Wealth’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2M | Buy |
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|
2024
Q1 | $2.11M | Buy |
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|
2023
Q4 | $2.24M | Buy |
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|
2023
Q3 | $1.11M | Sell |
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|
2023
Q2 | $1.3M | Buy |
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|
2023
Q1 | $822K | Hold |
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|
2022
Q4 | $822K | Sell |
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|
2022
Q3 | $714K | Buy |
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|
2022
Q2 | $656K | Buy |
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|
2022
Q1 | $871K | Sell |
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|
2021
Q4 | $1.1M | Buy |
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|
2021
Q3 | $923K | Buy |
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|
2021
Q2 | $895K | Buy |
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|
2021
Q1 | $578K | Sell |
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|
2020
Q4 | $550K | Buy |
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|
2020
Q3 | $482K | Hold |
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|
2020
Q2 | $465K | Sell |
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|
2020
Q1 | $370K | Buy |
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|
2019
Q4 | $445K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $268K | Buy |
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|
2016
Q1 | $263K | Buy |
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|
2015
Q4 | $211K | Sell |
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|
2015
Q3 | $238K | Hold |
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|
2015
Q2 | $292K | Hold |
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|
2015
Q1 | $272K | Buy |
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|
2014
Q4 | $229K | Buy |
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|
2014
Q3 | $215K | Buy |
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|
2014
Q2 | $233K | Sell |
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|
2014
Q1 | $256K | Sell |
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|
2013
Q4 | $256K | Buy |
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|
2013
Q3 | $210K | Buy |
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