Connecticut Wealth Management’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 | $1.16M | Buy |
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|
2025
Q2 | $1.11M | Buy |
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|
2025
Q1 | $859K | Sell |
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|
2024
Q4 | $974K | Buy |
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|
2024
Q3 | $900K | Sell |
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|
2024
Q2 | $977K | Buy |
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|
2024
Q1 | $934K | Buy |
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|
2023
Q4 | $337K | Hold |
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|
2023
Q3 | $310K | Sell |
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|
2023
Q2 | $360K | Sell |
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|
2023
Q1 | $339K | Buy |
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|
2022
Q4 | $274K | Buy |
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|
2022
Q3 | $228K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $227K | Hold |
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|
2021
Q4 | $283K | Hold |
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|
2021
Q3 | $238K | Hold |
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|
2021
Q2 | $232K | Sell |
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|
2021
Q1 | $216K | Buy |
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