NewEdge Wealth’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
$1.13M Buy
2025
Q2
$977K Sell
2025
Q1
$904K Buy
2024
Q4
$940K Sell
2024
Q3
$1.03M Buy
2024
Q2
$540K Sell
2024
Q1
$536K Sell
2023
Q4
$683K Sell
2023
Q3
$728K Sell
2023
Q2
$1.4M Buy
2023
Q1
$304K Sell
2022
Q4
$449K Buy
2022
Q3
$290K Sell
2022
Q2
$365K Sell
2022
Q1
$3.94M Sell
2021
Q4
$8.59M Buy
2021
Q3
$6.83M Sell
2021
Q2
$8.83M Buy
2021
Q1
$7.5M Buy
2020
Q4
$2.02M Buy