Pathstone Family Office’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.74M | Buy |
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|
2023
Q2 | $3.69M | Sell |
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|
2023
Q1 | $3.62M | Sell |
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|
2022
Q4 | $6.76M | Buy |
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|
2022
Q3 | $5.4M | Buy |
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|
2022
Q2 | $2.17M | Buy |
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|
2022
Q1 | $2.44M | Sell |
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|
2021
Q4 | $3.07M | Buy |
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|
2021
Q3 | $2.44M | Buy |
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|
2021
Q2 | $2.22M | Buy |
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|
2021
Q1 | $1.93M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $4K | Sell |
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|
2018
Q4 | $187K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $8K | Hold |
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|
2018
Q1 | $8K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $0 | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $17K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $3K | Buy |
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