Sound View Wealth Advisors 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
Q4 | – | Sell |
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|
2025
Q3 | $216K | Sell |
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|
2025
Q2 | $210K | Sell |
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|
2025
Q1 | $213K | Sell |
|
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|
2024
Q4 | $566K | Sell |
|
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|
2024
Q3 | $2.02M | Buy |
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|
2024
Q2 | $1.63M | Buy |
|
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|
2024
Q1 | $1.62M | Sell |
|
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|
2023
Q4 | $1.95M | Buy |
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|
2023
Q3 | $1.55M | Buy |
|
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|
2023
Q2 | $1.34M | Sell |
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|
2023
Q1 | $1.27M | Sell |
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|
2022
Q4 | $1.95M | Buy |
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|
2022
Q3 | $352K | Sell |
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|
2022
Q2 | $358K | Buy |
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|
2022
Q1 | $375K | Sell |
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|
2021
Q4 | $697K | Buy |
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|
2021
Q3 | $554K | Sell |
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|
2021
Q2 | $547K | Buy |
|