Welch & Forbes’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 | $337K | Sell |
1,016
-104
| -9% | -$34.5K | ﹤0.01% | 312 |
|
|
2025
Q1 | $289K | Buy |
1,120
+277
| +33% | +$71.6K | ﹤0.01% | 324 |
|
|
2024
Q4 | $241K | Buy |
+843
| New | +$241K | ﹤0.01% | 350 |
|
|
2015
Q1 | – | Sell |
-2,650
| Closed | -$295K | – | 345 |
|
|
2014
Q4 | $295K | Hold |
2,650
| – | – | 0.01% | 304 |
|
|
2014
Q3 | $291K | Hold |
2,650
| – | – | 0.01% | 303 |
|
|
2014
Q2 | $332K | Hold |
2,650
| – | – | 0.01% | 276 |
|
|
2014
Q1 | $330K | Hold |
2,650
| – | – | 0.01% | 282 |
|
|
2013
Q4 | $313K | Hold |
2,650
| – | – | 0.01% | 276 |
|
|
2013
Q3 | $283K | Hold |
2,650
| – | – | 0.01% | 299 |
|
|
2013
Q2 | $220K | Buy |
+2,650
| New | +$220K | 0.01% | 298 |
|