Welch & Forbes’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
$355K Hold
2025
Q2
$337K Sell
2025
Q1
$289K Buy
2024
Q4
$241K Buy
2015
Q1
Sell
2014
Q4
$295K Hold
2014
Q3
$291K Hold
2014
Q2
$332K Hold
2014
Q1
$330K Hold
2013
Q4
$313K Hold
2013
Q3
$283K Hold
2013
Q2
$220K Buy