Fort Point Capital Partners’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 | $357K | Sell |
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|
2025
Q1 | $285K | Sell |
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|
2024
Q4 | $347K | Sell |
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|
2024
Q3 | $346K | Hold |
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|
2024
Q2 | $355K | Buy |
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|
2024
Q1 | $369K | Sell |
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|
2023
Q4 | $394K | Sell |
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|
2023
Q3 | $380K | Buy |
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|
2023
Q2 | $432K | Buy |
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|
2023
Q1 | $380K | Buy |
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|
2022
Q4 | $307K | Hold |
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|
2022
Q3 | $257K | Buy |
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|
2022
Q2 | $236K | Sell |
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|
2022
Q1 | $736K | Hold |
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|
2021
Q4 | $917K | Buy |
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|
2021
Q3 | $488K | Buy |
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|
2021
Q2 | $467K | Hold |
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|
2021
Q1 | $434K | Hold |
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|
2020
Q4 | $410K | Hold |
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|
2020
Q3 | $361K | Sell |
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|
2020
Q2 | $353K | Hold |
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|
2020
Q1 | $250K | Hold |
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|
2019
Q4 | $336K | Hold |
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|
2019
Q3 | $273K | Hold |
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|
2019
Q2 | $272K | Hold |
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|
2019
Q1 | $291K | Hold |
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|
2018
Q4 | $250K | Sell |
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|
2018
Q3 | $615K | Hold |
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|
2018
Q2 | $545K | Sell |
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|
2018
Q1 | $707K | Buy |
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|
2017
Q4 | $796K | Hold |
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|
2017
Q3 | $723K | Buy |
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