ProVise 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 | $411K | Sell |
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|
2025
Q2 | $441K | Sell |
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|
2025
Q1 | $348K | Sell |
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|
2024
Q4 | $414K | Sell |
|
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|
2024
Q3 | $435K | Buy |
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|
2024
Q2 | $444K | Buy |
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|
2024
Q1 | $466K | Hold |
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|
2023
Q4 | $497K | Hold |
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|
2023
Q3 | $457K | Hold |
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|
2023
Q2 | $527K | Hold |
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|
2023
Q1 | $470K | Hold |
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|
2022
Q4 | $412K | Hold |
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|
2022
Q3 | $344K | Hold |
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|
2022
Q2 | $319K | Hold |
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|
2022
Q1 | $448K | Hold |
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|
2021
Q4 | $558K | Buy |
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