Summit Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Buy |
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|
2025
Q1 | $1.3M | Buy |
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|
2024
Q4 | $1.3M | Buy |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $736K | Buy |
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|
2024
Q1 | $464K | Buy |
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|
2023
Q4 | $422K | Sell |
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|
2023
Q3 | $399K | Buy |
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|
2023
Q2 | $393K | Buy |
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|
2023
Q1 | $296K | Sell |
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|
2022
Q4 | $265K | Buy |
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|
2022
Q3 | $210K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $246K | Buy |
|