Cornerstone Wealth Group’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
$400K Sell
2025
Q2
$404K Buy
2025
Q1
Sell
2024
Q4
$210K Buy
2024
Q2
Sell
2024
Q1
$214K Buy
2023
Q4
$209K Sell
2023
Q3
$222K Buy
2023
Q2
$250K Sell
2023
Q1
$255K Buy
2022
Q4
$223K Buy
2022
Q2
Sell
2022
Q1
$239K Sell
2021
Q4
$1.94M Buy
2021
Q3
$309K Buy
2021
Q2
$246K Buy
2021
Q1
$226K Buy
2020
Q4
$211K Buy