OneDigital Investment 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
$1.72M Buy
2025
Q2
$1.54M Buy
2025
Q1
$1.08M Buy
2024
Q4
$1.1M Buy
2024
Q3
$1M Buy
2024
Q2
$1.02M Buy
2024
Q1
$784K Sell
2023
Q4
$1.48M Buy
2023
Q3
$964K Buy
2023
Q2
$478K Buy
2023
Q1
$419K Buy
2022
Q4
$329K Buy
2018
Q3
Sell
2018
Q2
$58K Buy
2018
Q1
$60K Buy