Waverly Advisors’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 | $861K | Buy |
|
|||||
|
2025
Q2 | $741K | Buy |
|
|||||
|
2025
Q1 | $562K | Sell |
|
|||||
|
2024
Q4 | $685K | Buy |
|
|||||
|
2024
Q3 | $249K | Sell |
|
|||||
|
2024
Q2 | $264K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $12K | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $66K | Hold |
|
|||||
|
2014
Q2 | $75K | Hold |
|
|||||
|
2014
Q1 | $75K | Hold |
|
|||||
|
2013
Q4 | $71K | Buy |
|