Cary Street Partners Investment Advisory’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
Q2
$59.8K Buy
2025
Q1
$42.9K Buy
2024
Q4
$29.7K Sell
2024
Q3
$215K Sell
2024
Q2
$222K Buy
2024
Q1
$227K Buy
2023
Q4
$236K Buy
2023
Q3
$190K Buy
2023
Q2
$16.1K Sell
2023
Q1
$33.7K Buy
2022
Q4
$9.53K Buy
2021
Q1
Sell
2020
Q4
$355K Buy
2020
Q3
$138K Buy