Modera 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
Q3 | $313K | Hold |
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|
2025
Q2 | $297K | Sell |
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|
2025
Q1 | $237K | Sell |
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|
2024
Q4 | $279K | Buy |
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|
2024
Q3 | $253K | Sell |
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|
2024
Q2 | $263K | Buy |
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|
2024
Q1 | $278K | Sell |
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|
2023
Q4 | $312K | Sell |
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|
2023
Q3 | $291K | Buy |
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|
2023
Q2 | $314K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $216K | Sell |
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|
2022
Q1 | $311K | Sell |
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|
2021
Q4 | $733K | Buy |
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