NewEdge 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
Q3 | $7.58M | Buy |
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|
2025
Q2 | $7.01M | Buy |
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|
2025
Q1 | $4.94M | Sell |
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|
2024
Q4 | $10M | Buy |
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|
2024
Q3 | $5.02M | Sell |
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|
2024
Q2 | $5.47M | Buy |
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|
2024
Q1 | $5.75M | Buy |
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|
2023
Q4 | $1.56M | Buy |
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|
2023
Q3 | $1.33M | Sell |
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|
2023
Q2 | $3.68M | Buy |
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|
2023
Q1 | $3.18M | Buy |
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|
2022
Q4 | $787K | Buy |
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|
2022
Q3 | $939K | Sell |
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|
2022
Q2 | $871K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.98M | Sell |
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|
2021
Q3 | $2.88M | Buy |
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|
2021
Q2 | $1.87M | Buy |
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|
2021
Q1 | $1.38M | Sell |
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|
2020
Q4 | $2.06M | Buy |
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|
2020
Q3 | $1.19M | Buy |
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|
2020
Q2 | $1.15M | Buy |
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|
2020
Q1 | $261K | Buy |
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|
2019
Q4 | $323K | Buy |
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|
2019
Q3 | $245K | Sell |
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|
2019
Q2 | $248K | Buy |
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|
2019
Q1 | $251K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $77.7K | Buy |
|