United Asset Strategies’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
$203K Sell
2025
Q2
$202K Buy
2022
Q1
Sell
2021
Q4
$201K Buy
2021
Q1
Sell
2020
Q4
$246K Buy