Mount Yale Investment Advisors’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Sell |
4,125
-784
| -16% | -$260K | 0.11% | 163 |
|
|
2025
Q1 | $1.27M | Buy |
4,909
+2,415
| +97% | +$624K | 0.11% | 161 |
|
|
2024
Q4 | $713K | Buy |
+2,494
| New | +$713K | 0.06% | 271 |
|
|
2018
Q4 | – | Sell |
-406
| Closed | -$73K | – | 678 |
|
|
2018
Q3 | $73K | Sell |
406
-104
| -20% | -$18.7K | 0.01% | 530 |
|
|
2018
Q2 | $85K | Buy |
510
+261
| +105% | +$43.5K | 0.02% | 511 |
|
|
2018
Q1 | $43K | Buy |
+249
| New | +$43K | 0.01% | 636 |
|