Union Bancaire Privee’s Rockwell Automation ROK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,719
Closed -$1.72M 534
2025
Q1
$1.72M Sell
6,719
-4,972
-43% -$1.28M 0.03% 195
2024
Q4
$3.35M Buy
+11,691
New +$3.35M 0.06% 139