Rockbridge Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $274K | Sell |
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|
2023
Q1 | $266K | Sell |
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|
2022
Q4 | $260K | Hold |
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|
2022
Q3 | $217K | Hold |
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|
2022
Q2 | $201K | Hold |
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|
2022
Q1 | $287K | Sell |
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|
2021
Q4 | $369K | Sell |
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|
2021
Q3 | $326K | Hold |
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|
2021
Q2 | $317K | Hold |
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|
2021
Q1 | $294K | Hold |
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|
2020
Q4 | $278K | Hold |
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|
2020
Q3 | $245K | Hold |
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|
2020
Q2 | $236K | Buy |
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