Prestige Wealth Management Group’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 | $51.7K | Hold |
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|
2025
Q2 | $49.2K | Sell |
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|
2025
Q1 | $48.6K | Sell |
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|
2024
Q4 | $433K | Sell |
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|
2024
Q3 | $407K | Sell |
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|
2024
Q2 | $435K | Sell |
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|
2024
Q1 | $470K | Sell |
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|
2023
Q4 | $501K | Buy |
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|
2023
Q3 | $457K | Buy |
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|
2023
Q2 | $508K | Buy |
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|
2023
Q1 | $420K | Buy |
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|
2022
Q4 | $362K | Buy |
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|
2022
Q3 | $9K | Buy |
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|
2022
Q2 | $5K | Buy |
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|
2022
Q1 | $0 | Hold |
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|
2021
Q4 | $0 | Hold |
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|
2021
Q3 | $0 | Hold |
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|
2021
Q2 | $0 | Hold |
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|
2021
Q1 | $0 | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $4K | Hold |
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|
2019
Q2 | $4K | Hold |
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|
2019
Q1 | $4K | Sell |
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|
2018
Q4 | $5K | Buy |
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