Loring Wolcott & Coolidge Fiduciary 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
Q2 | $8.51M | Sell |
|
|||||
|
2025
Q1 | $6.15M | Hold |
|
|||||
|
2024
Q4 | $7.28M | Hold |
|
|||||
|
2024
Q3 | $6.86M | Sell |
|
|||||
|
2024
Q2 | $7.55M | Buy |
|
|||||
|
2024
Q1 | $6.69M | Buy |
|
|||||
|
2023
Q4 | $6.11M | Buy |
|
|||||
|
2023
Q3 | $6.2M | Buy |
|
|||||
|
2023
Q2 | $7.82M | Buy |
|
|||||
|
2023
Q1 | $6.96M | Hold |
|
|||||
|
2022
Q4 | $6.11M | Hold |
|
|||||
|
2022
Q3 | $5.1M | Sell |
|
|||||
|
2022
Q2 | $4.73M | Hold |
|
|||||
|
2022
Q1 | $6.65M | Buy |
|
|||||
|
2021
Q4 | $7.86M | Sell |
|
|||||
|
2021
Q3 | $6.66M | Buy |
|
|||||
|
2021
Q2 | $6.34M | Sell |
|
|||||
|
2021
Q1 | $5.96M | Sell |
|
|||||
|
2020
Q4 | $5.63M | Buy |
|
|||||
|
2020
Q3 | $4.95M | Hold |
|
|||||
|
2020
Q2 | $4.78M | Sell |
|
|||||
|
2020
Q1 | $3.43M | Sell |
|
|||||
|
2019
Q4 | $4.63M | Buy |
|
|||||
|
2019
Q3 | $3.74M | Hold |
|
|||||
|
2019
Q2 | $3.72M | Sell |
|
|||||
|
2019
Q1 | $4M | Hold |
|
|||||
|
2018
Q4 | $3.43M | Buy |
|
|||||
|
2018
Q3 | $4.17M | Sell |
|
|||||
|
2018
Q2 | $3.71M | Sell |
|
|||||
|
2018
Q1 | $3.89M | Hold |
|
|||||
|
2017
Q4 | $4.39M | Hold |
|
|||||
|
2017
Q3 | $3.98M | Hold |
|
|||||
|
2017
Q2 | $3.69M | Sell |
|
|||||
|
2017
Q1 | $3.64M | Sell |
|
|||||
|
2016
Q4 | $3.23M | Hold |
|
|||||
|
2016
Q3 | $2.94M | Hold |
|
|||||
|
2016
Q2 | $2.76M | Sell |
|
|||||
|
2016
Q1 | $2.87M | Buy |
|
|||||
|
2015
Q4 | $2.58M | Buy |
|
|||||
|
2015
Q3 | $3.02M | Hold |
|
|||||
|
2015
Q2 | $3.02M | Sell |
|
|||||
|
2015
Q1 | $2.83M | Hold |
|
|||||
|
2014
Q4 | $2.71M | Hold |
|
|||||
|
2014
Q3 | $2.68M | Buy |
|
|||||
|
2014
Q2 | $3.04M | Sell |
|
|||||
|
2014
Q1 | $3.05M | Hold |
|
|||||
|
2013
Q4 | $2.9M | Buy |
|
|||||
|
2013
Q3 | $2.62M | Sell |
|
|||||
|
2013
Q2 | $2.06M | Buy |
|