Valley Wealth Managers’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 | $22.7K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $77.6K | Hold |
|
|||||
|
2023
Q3 | $71.5K | Hold |
|
|||||
|
2023
Q2 | $82.4K | Hold |
|
|||||
|
2023
Q1 | $73.4K | Hold |
|
|||||
|
2022
Q4 | $64.4K | Hold |
|
|||||
|
2022
Q3 | $54K | Hold |
|
|||||
|
2022
Q2 | $50K | Sell |
|
|||||
|
2022
Q1 | $238K | Hold |
|
|||||
|
2021
Q4 | $296K | Sell |
|
|||||
|
2021
Q3 | $279K | Sell |
|
|||||
|
2021
Q2 | $286K | Sell |
|
|||||
|
2021
Q1 | $272K | Hold |
|
|||||
|
2020
Q4 | $257K | Hold |
|
|||||
|
2020
Q3 | $226K | Hold |
|
|||||
|
2020
Q2 | $219K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $208K | Buy |
|