Kovitz Investment Group 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
Q3 | $7.93M | Sell |
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|
2025
Q2 | $7.86M | Sell |
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|
2025
Q1 | $7.29M | Sell |
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|
2024
Q4 | $8.64M | Buy |
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|
2024
Q3 | $2.28M | Buy |
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|
2024
Q2 | $2.34M | Buy |
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|
2024
Q1 | $633K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $232K | Sell |
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|
2019
Q4 | $326K | Hold |
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|
2019
Q3 | $265K | Hold |
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|
2019
Q2 | $263K | Hold |
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|
2019
Q1 | $283K | Buy |
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