Laird Norton Wetherby Wealth 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
Q2 | $872K | Buy |
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|
2024
Q4 | $750K | Sell |
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|
2024
Q3 | $813K | Sell |
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|
2024
Q2 | $869K | Sell |
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|
2024
Q1 | $961K | Sell |
|
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|
2023
Q4 | $1.03M | Sell |
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|
2023
Q3 | $959K | Sell |
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|
2023
Q2 | $1.56M | Sell |
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|
2023
Q1 | $1.77M | Buy |
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|
2022
Q4 | $1.54M | Buy |
|
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|
2022
Q3 | $1.25M | Buy |
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|
2022
Q2 | $985K | Buy |
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|
2022
Q1 | $1.3M | Buy |
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|
2021
Q4 | $1.6M | Buy |
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|
2021
Q3 | $1.31M | Sell |
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|
2021
Q2 | $1.28M | Sell |
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|
2021
Q1 | $1.37M | Buy |
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|
2020
Q4 | $1.29M | Buy |
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|
2020
Q3 | $983K | Buy |
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|
2020
Q2 | $933K | Buy |
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|
2020
Q1 | $425K | Buy |
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|
2019
Q4 | $558K | Sell |
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|
2019
Q3 | $483K | Sell |
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|
2019
Q2 | $485K | Sell |
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|
2019
Q1 | $523K | Buy |
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|
2018
Q4 | $444K | Sell |
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|
2018
Q3 | $616K | Buy |
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|
2018
Q2 | $517K | Buy |
|
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|
2018
Q1 | $522K | Buy |
|
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|
2017
Q4 | $570K | Buy |
|
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|
2017
Q3 | $501K | Buy |
|
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|
2017
Q2 | $431K | Buy |
|
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|
2017
Q1 | $406K | Buy |
|
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|
2016
Q4 | $335K | Buy |
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|
2016
Q3 | $301K | Buy |
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|
2016
Q2 | $266K | Buy |
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|
2016
Q1 | $240K | Sell |
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|
2015
Q4 | $290K | Sell |
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|
2015
Q3 | $346K | Sell |
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|
2015
Q2 | $468K | Buy |
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|
2015
Q1 | $401K | Buy |
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|
2014
Q4 | $256K | Buy |
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|
2014
Q3 | $227K | Buy |
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|
2014
Q2 | $226K | Buy |
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|
2014
Q1 | $219K | Buy |
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