Wealth Enhancement Advisory Services’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
Q2 | $12.5M | Buy |
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|
2025
Q1 | $9.18M | Buy |
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|
2024
Q4 | $5.73M | Buy |
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|
2024
Q3 | $4.86M | Sell |
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|
2024
Q2 | $5.07M | Buy |
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|
2024
Q1 | $4.89M | Buy |
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|
2023
Q4 | $5.12M | Buy |
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|
2023
Q3 | $4.58M | Buy |
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|
2023
Q2 | $486K | Buy |
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|
2023
Q1 | $404K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $14.1M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $4.9M | Buy |
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|
2020
Q4 | $4.58M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2.37M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.08M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.36M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $898K | Sell |
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|
2017
Q1 | $1.31M | Buy |
|