Wellington Shields & Co’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 | $350K | Hold |
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|
2025
Q2 | $332K | Hold |
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|
2025
Q1 | $258K | Hold |
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|
2024
Q4 | $286K | Hold |
|
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|
2024
Q3 | $268K | Hold |
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|
2024
Q2 | $275K | Hold |
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|
2024
Q1 | $291K | Hold |
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|
2023
Q4 | $310K | Hold |
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|
2023
Q3 | $286K | Hold |
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|
2023
Q2 | $329K | Hold |
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|
2023
Q1 | $293K | Hold |
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|
2022
Q4 | $258K | Hold |
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|
2022
Q3 | $215K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $280K | Hold |
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|
2021
Q4 | $349K | Hold |
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|
2021
Q3 | $294K | Hold |
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|
2021
Q2 | $286K | Hold |
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|
2021
Q1 | $265K | Hold |
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|
2020
Q4 | $251K | Hold |
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|
2020
Q3 | $221K | Hold |
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|
2020
Q2 | $213K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $203K | Buy |
|