Corient Private Wealth’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
$32.3M Buy
2025
Q2
$30.5M Sell
2025
Q1
$25.7M Sell
2024
Q4
$35.5M Sell
2024
Q3
$37.3M Buy
2024
Q2
$37M Sell
2024
Q1
$40.8M Sell
2023
Q4
$44.5M Buy
2023
Q3
$39.8M Sell
2023
Q2
$46.3M Sell
2023
Q1
$42M Buy
2022
Q4
$2.38M Buy