Mount Yale Investment Advisors’s Rockwell Automation ROK Stock Holding History

Mount Yale Investment Advisors’s Portfolio ROK Stock Details ROK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$1.37M	Sell
2025 Q1	$1.27M	Buy
2024 Q4	$713K	Buy
2018 Q4	–	Sell
2018 Q3	$73K	Sell
2018 Q2	$85K	Buy
2018 Q1	$43K	Buy