Mascoma 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
$16.6K Hold
2025
Q1
$12.9K Hold
2024
Q4
$14.3K Hold
2024
Q3
$13.4K Hold
2024
Q2
$13.8K Hold
2024
Q1
$14.6K Hold
2023
Q4
$15.5K Hold
2023
Q3
$14.3K Hold
2023
Q2
$15.3K Hold
2023
Q1
$14.2K Hold
2022
Q4
$12.9K Hold
2022
Q3
$11K Hold
2022
Q2
$10K Hold
2022
Q1
$14K Hold
2021
Q4
$17K Hold
2021
Q3
$15K Buy
2021
Q2
Sell
2021
Q1
$13K Buy