Carson Wealth (CWM LLC)’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 | $1.07M | Buy |
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|
2025
Q2 | $918K | Buy |
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|
2025
Q1 | $608K | Buy |
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|
2024
Q4 | $648K | Sell |
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|
2024
Q3 | $641K | Sell |
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|
2024
Q2 | $693K | Sell |
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|
2024
Q1 | $766K | Buy |
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|
2023
Q4 | $796K | Sell |
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|
2023
Q3 | $761K | Buy |
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|
2023
Q2 | $866K | Buy |
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|
2023
Q1 | $734K | Sell |
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|
2022
Q4 | $725K | Buy |
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|
2022
Q3 | $564K | Buy |
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|
2022
Q2 | $431K | Buy |
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|
2022
Q1 | $486K | Buy |
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|
2021
Q4 | $507K | Buy |
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|
2021
Q2 | $351K | Hold |
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|
2021
Q1 | $351K | Hold |
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|
2020
Q4 | $351K | Hold |
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|
2020
Q3 | $351K | Hold |
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|
2020
Q2 | $351K | Hold |
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|
2020
Q1 | $351K | Hold |
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|
2019
Q4 | $351K | Hold |
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|
2019
Q3 | $351K | Hold |
|
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|
2019
Q2 | $351K | Hold |
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|
2019
Q1 | $351K | Sell |
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|
2018
Q4 | $314K | Buy |
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|
2018
Q3 | $343K | Sell |
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|
2018
Q2 | $367K | Buy |
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|
2018
Q1 | $370K | Hold |
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|
2017
Q4 | $417K | Hold |
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|
2017
Q3 | $379K | Sell |
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|
2017
Q2 | $344K | Buy |
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|
2017
Q1 | $330K | Buy |
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|
2016
Q4 | $223K | Buy |
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|
2016
Q3 | $200K | Buy |
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|
2016
Q2 | $90K | Hold |
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|
2016
Q1 | $89K | Hold |
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|
2015
Q4 | $80K | Hold |
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|
2015
Q3 | $79K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $93K | Hold |
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|
2013
Q3 | $84K | Buy |
|