Summit Trail Advisors’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 | $1.99M | Buy |
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|
2025
Q2 | $813K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $463K | Buy |
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|
2024
Q2 | $447K | Buy |
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|
2024
Q1 | $469K | Buy |
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|
2023
Q4 | $201K | Sell |
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|
2023
Q3 | $207K | Buy |
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|
2023
Q2 | $227K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $273K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $346K | Sell |
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|
2017
Q4 | $390K | Buy |
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