SVB Wealth’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 | $413K | Sell |
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|
2025
Q2 | $468K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.71M | Sell |
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|
2024
Q1 | $6.14M | Sell |
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|
2023
Q4 | $7.34M | Sell |
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|
2023
Q3 | $9.06M | Sell |
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|
2023
Q2 | $13.9M | Sell |
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|
2023
Q1 | $13.4M | Sell |
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|
2022
Q4 | $13.1M | Buy |
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|
2022
Q3 | $10.9M | Buy |
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|
2022
Q2 | $9.87M | Buy |
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|
2022
Q1 | $374K | Buy |
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|
2021
Q4 | $460K | Buy |
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|
2021
Q3 | $342K | Buy |
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|
2021
Q2 | $283K | Buy |
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|
2021
Q1 | $261K | Buy |
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|
2020
Q4 | $230K | Sell |
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|
2020
Q3 | $231K | Buy |
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|
2020
Q2 | $209K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $317K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $333K | Sell |
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|
2017
Q4 | $671K | Sell |
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|
2017
Q3 | $617K | Hold |
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|
2017
Q2 | $561K | Hold |
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|
2017
Q1 | $540K | Hold |
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|
2016
Q4 | $466K | Hold |
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|
2016
Q3 | $424K | Hold |
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|
2016
Q2 | $398K | Sell |
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|
2016
Q1 | $404K | Sell |
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|
2015
Q4 | $403K | Hold |
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|
2015
Q3 | $399K | Sell |
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|
2015
Q2 | $501K | Buy |
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|
2015
Q1 | $464K | Hold |
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|
2014
Q4 | $445K | Buy |
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