Choate Investment Advisors’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 | $778K | Sell |
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|
2025
Q1 | $612K | Buy |
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|
2024
Q4 | $670K | Buy |
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|
2024
Q3 | $607K | Sell |
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|
2024
Q2 | $626K | Sell |
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|
2024
Q1 | $663K | Buy |
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|
2023
Q4 | $706K | Sell |
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|
2023
Q3 | $675K | Hold |
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|
2023
Q2 | $778K | Buy |
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|
2023
Q1 | $524K | Hold |
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|
2022
Q4 | $460K | Sell |
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|
2022
Q3 | $409K | Sell |
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|
2022
Q2 | $380K | Hold |
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|
2022
Q1 | $534K | Hold |
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|
2021
Q4 | $665K | Hold |
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|
2021
Q3 | $561K | Buy |
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|
2021
Q2 | $544K | Buy |
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|
2021
Q1 | $502K | Hold |
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|
2020
Q4 | $475K | Hold |
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|
2020
Q3 | $418K | Hold |
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|
2020
Q2 | $403K | Hold |
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|
2020
Q1 | $286K | Hold |
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|
2019
Q4 | $383K | Hold |
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|
2019
Q3 | $312K | Hold |
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|
2019
Q2 | $310K | Hold |
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|
2019
Q1 | $332K | Hold |
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|
2018
Q4 | $285K | Hold |
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|
2018
Q3 | $355K | Hold |
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|
2018
Q2 | $315K | Sell |
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|
2018
Q1 | $345K | Hold |
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|
2017
Q4 | $389K | Sell |
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|
2017
Q3 | $393K | Hold |
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|
2017
Q2 | $358K | Sell |
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|
2017
Q1 | $346K | Buy |
|