Venturi 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
Q1 | – | Sell |
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|
2024
Q4 | $20.3K | Buy |
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|
2024
Q3 | $7.79K | Sell |
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|
2024
Q2 | $12.9K | Sell |
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|
2024
Q1 | $27.4K | Sell |
|
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|
2023
Q4 | $968K | Sell |
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|
2023
Q3 | $911K | Sell |
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|
2023
Q2 | $1.1M | Buy |
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|
2023
Q1 | $964K | Sell |
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|
2022
Q4 | $911K | Sell |
|
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|
2022
Q3 | $818K | Buy |
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|
2022
Q2 | $628K | Buy |
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|
2022
Q1 | $838K | Sell |
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|
2021
Q4 | $1.34M | Sell |
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|
2021
Q3 | $1.44M | Sell |
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|
2021
Q2 | $1.49M | Sell |
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|
2021
Q1 | $1.42M | Sell |
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|
2020
Q4 | $1.39M | Sell |
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|
2020
Q3 | $1.32M | Buy |
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|
2020
Q2 | $694K | Buy |
|