J.W. Cole 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
Q3 | $1.59M | Buy |
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|
2025
Q2 | $1.51M | Buy |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $548K | Buy |
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|
2024
Q3 | $510K | Sell |
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|
2024
Q2 | $575K | Sell |
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|
2024
Q1 | $617K | Buy |
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|
2023
Q4 | $614K | Sell |
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|
2023
Q3 | $859K | Sell |
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|
2023
Q2 | $1.04M | Buy |
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|
2023
Q1 | $712K | Buy |
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|
2022
Q4 | $589K | Sell |
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|
2022
Q3 | $561K | Buy |
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|
2022
Q2 | $245K | Sell |
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|
2022
Q1 | $355K | Buy |
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|
2021
Q4 | $421K | Buy |
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|
2021
Q3 | $347K | Buy |
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|
2021
Q2 | $317K | Sell |
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|
2021
Q1 | $311K | Buy |
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|
2020
Q4 | $286K | Sell |
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|
2020
Q3 | $557K | Buy |
|