Wealthspire Advisors (New York)’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 | $967K | Sell |
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|
2025
Q2 | $1.74M | Sell |
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|
2025
Q1 | $1.4M | Buy |
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|
2024
Q4 | $785K | Buy |
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|
2024
Q3 | $709K | Buy |
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|
2024
Q2 | $622K | Buy |
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|
2024
Q1 | $631K | Sell |
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|
2023
Q4 | $763K | Sell |
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|
2023
Q3 | $714K | Buy |
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|
2023
Q2 | $805K | Sell |
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|
2023
Q1 | $720K | Sell |
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|
2022
Q4 | $722K | Buy |
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|
2022
Q3 | $557K | Sell |
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|
2022
Q2 | $531K | Buy |
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|
2022
Q1 | $726K | Sell |
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|
2021
Q4 | $1.08M | Sell |
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|
2021
Q3 | $938K | Buy |
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|
2021
Q2 | $726K | Sell |
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|
2021
Q1 | $1.1M | Buy |
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|
2020
Q4 | $918K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $597K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $4K | Buy |
|