Triangle Securities Wealth 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
Q3
$1.72M Sell
2025
Q2
$1.64M Sell
2025
Q1
$1.28M Sell
2024
Q4
$1.42M Sell
2024
Q3
$1.38M Buy
2024
Q2
$1.41M Buy
2024
Q1
$1.36M Buy
2023
Q4
$1.34M Buy
2023
Q3
$1.23M Buy
2023
Q2
$1.36M Sell
2023
Q1
$1.24M Sell
2022
Q4
$1.1M Buy
2022
Q3
$724K Buy
2022
Q2
$373K Buy