Waldron Private Wealth’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
Q4 | $461K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $395K | Buy |
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|
2016
Q4 | $303K | Hold |
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|
2016
Q3 | $276K | Hold |
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|
2016
Q2 | $259K | Hold |
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|
2016
Q1 | $256K | Hold |
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|
2015
Q4 | $231K | Sell |
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|
2015
Q3 | $237K | Hold |
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|
2015
Q2 | $292K | Hold |
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|
2015
Q1 | $272K | Hold |
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|
2014
Q4 | $261K | Sell |
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|
2014
Q3 | $276K | Sell |
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|
2014
Q2 | $333K | Hold |
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|
2014
Q1 | $331K | Hold |
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|
2013
Q4 | $314K | Buy |
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