EP Wealth 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 | $30.8M | Buy |
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|
2025
Q1 | $23.4M | Buy |
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|
2024
Q4 | $25.4M | Buy |
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|
2024
Q3 | $23.5M | Buy |
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|
2024
Q2 | $22.9M | Buy |
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|
2024
Q1 | $22.4M | Buy |
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|
2023
Q4 | $5M | Sell |
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|
2023
Q3 | $5.01M | Buy |
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|
2023
Q2 | $5.27M | Buy |
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|
2023
Q1 | $198K | Buy |
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|
2022
Q4 | $1.28M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $573K | Buy |
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|
2022
Q1 | $301K | Sell |
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|
2021
Q4 | $586K | Buy |
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|
2021
Q3 | $487K | Buy |
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|
2021
Q2 | $470K | Sell |
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|
2021
Q1 | $443K | Buy |
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|
2020
Q4 | $392K | Buy |
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|
2020
Q3 | $340K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $280K | Sell |
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|
2019
Q4 | $384K | Sell |
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|
2019
Q3 | $337K | Buy |
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|
2019
Q2 | $330K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $448K | Buy |
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