Pinnacle Wealth Planning Services’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 | $276K | Sell |
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|
2025
Q2 | $289K | Sell |
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|
2025
Q1 | $236K | Sell |
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|
2024
Q4 | $268K | Sell |
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|
2024
Q3 | $333K | Buy |
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|
2024
Q2 | $316K | Buy |
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|
2024
Q1 | $300K | Sell |
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|
2023
Q4 | $320K | Sell |
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|
2023
Q3 | $295K | Hold |
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|
2023
Q2 | $340K | Hold |
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|
2023
Q1 | $303K | Sell |
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|
2022
Q4 | $268K | Buy |
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|
2022
Q3 | $222K | Buy |
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|
2022
Q2 | $205K | Buy |
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|
2022
Q1 | $221K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $120K | Buy |
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