Perigon Wealth Management’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 | $1.01M | Buy |
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|
2025
Q2 | $925K | Buy |
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|
2025
Q1 | $715K | Sell |
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|
2024
Q4 | $808K | Buy |
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|
2024
Q3 | $747K | Buy |
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|
2024
Q2 | $760K | Buy |
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|
2024
Q1 | $802K | Buy |
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|
2023
Q4 | $299K | Sell |
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|
2023
Q3 | $310K | Sell |
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|
2023
Q2 | $390K | Buy |
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|
2023
Q1 | $263K | Sell |
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|
2022
Q4 | $238K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $80K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $7K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $258K | Sell |
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|
2013
Q4 | $271K | Buy |
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