Welch Capital Partners’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
$243K Hold
2025
Q2
$231K Buy
2024
Q2
Sell
2024
Q1
$203K Hold
2023
Q4
$216K Buy
2023
Q3
Sell
2023
Q2
$229K Hold
2023
Q1
$204K Buy
2022
Q1
Sell
2021
Q4
$243K Hold
2021
Q3
$205K Buy