Evergreen Capital 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
Q4 | $210K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $318K | Sell |
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|
2024
Q4 | $633K | Sell |
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|
2024
Q3 | $596K | Sell |
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|
2024
Q2 | $620K | Sell |
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|
2024
Q1 | $744K | Buy |
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|
2023
Q4 | $764K | Buy |
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|
2023
Q3 | $686K | Sell |
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|
2023
Q2 | $802K | Buy |
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|
2023
Q1 | $714K | Buy |
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|
2022
Q4 | $586K | Buy |
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|
2022
Q3 | $338K | Buy |
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|
2022
Q2 | $248K | Sell |
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|
2022
Q1 | $374K | Buy |
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|
2021
Q4 | $426K | Buy |
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|
2021
Q3 | $358K | Buy |
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|
2021
Q2 | $345K | Buy |
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|
2021
Q1 | $315K | Buy |
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