J. Safra Asset 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 | $7.78K | Buy |
|
|||||
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $95.6K | Sell |
|
|||||
|
2024
Q4 | $211K | Hold |
|
|||||
|
2024
Q3 | $200K | Sell |
|
|||||
|
2024
Q2 | $263K | Buy |
|
|||||
|
2024
Q1 | $237K | Buy |
|
|||||
|
2023
Q4 | $230K | Hold |
|
|||||
|
2023
Q3 | $212K | Hold |
|
|||||
|
2023
Q2 | $244K | Hold |
|
|||||
|
2023
Q1 | $217K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $0 | Buy |
|
|||||
|
2022
Q2 | $0 | Sell |
|
|||||
|
2022
Q1 | $1K | Buy |
|