Capital Asset Advisory Services’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
$1.04M Buy
2025
Q1
Sell
2024
Q4
$876K Sell
2024
Q3
$876K Sell
2024
Q2
$920K Sell
2024
Q1
$994K Buy
2023
Q4
$996K Buy
2023
Q3
$770K Buy
2023
Q2
$463K Buy
2023
Q1
$386K Sell
2022
Q4
$1.06M Buy
2022
Q3
$341K Sell
2022
Q2
$371K Buy
2022
Q1
$289K Sell
2021
Q4
$798K Buy
2021
Q3
$649K Buy
2021
Q2
$598K Buy
2021
Q1
$210K Buy
2020
Q4
$164K Buy