EverSource 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 | $265K | Buy |
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|
2025
Q1 | $157K | Buy |
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|
2024
Q4 | $163K | Buy |
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|
2024
Q3 | $152K | Buy |
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|
2024
Q2 | $154K | Sell |
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|
2024
Q1 | $156K | Buy |
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|
2023
Q4 | $178K | Sell |
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|
2023
Q3 | $164K | Sell |
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|
2023
Q2 | $210K | Sell |
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|
2023
Q1 | $190K | Sell |
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|
2022
Q4 | $186K | Sell |
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|
2022
Q3 | $252K | Sell |
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|
2022
Q2 | $283K | Buy |
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|
2022
Q1 | $366K | Buy |
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|
2021
Q4 | $335K | Buy |
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