Transcend Capital 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
$589K Buy
2025
Q2
$542K Buy
2025
Q1
$421K Sell
2024
Q4
$483K Sell
2024
Q3
$485K Buy
2024
Q2
$485K Sell
2024
Q1
$525K Buy
2023
Q4
$545K Sell
2023
Q3
$544K Sell
2023
Q2
$639K Sell
2023
Q1
$570K Sell
2022
Q4
$666K Buy
2022
Q3
$517K Buy
2022
Q2
$462K Buy
2022
Q1
$611K Buy
2021
Q4
$632K Buy