Welch Capital Partners’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
+696
| New | +$231K | 0.05% | 20 |
|
|
2024
Q2 | – | Sell |
-696
| Closed | -$203K | – | 24 |
|
|
2024
Q1 | $203K | Hold |
696
| – | – | 0.05% | 20 |
|
|
2023
Q4 | $216K | Buy |
+696
| New | +$216K | 0.06% | 19 |
|
|
2023
Q3 | – | Sell |
-696
| Closed | -$229K | – | 19 |
|
|
2023
Q2 | $229K | Hold |
696
| – | – | 0.06% | 18 |
|
|
2023
Q1 | $204K | Buy |
+696
| New | +$204K | 0.06% | 18 |
|
|
2022
Q1 | – | Sell |
-696
| Closed | -$243K | – | 45 |
|
|
2021
Q4 | $243K | Hold |
696
| – | – | 0.05% | 37 |
|
|
2021
Q3 | $205K | Buy |
+696
| New | +$205K | 0.05% | 21 |
|