Wells Trecaso Financial Group’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
Q2 | $266K | Hold |
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|
2025
Q1 | $207K | Hold |
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|
2024
Q4 | $229K | Hold |
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|
2024
Q3 | $215K | Hold |
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|
2024
Q2 | $220K | Hold |
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|
2024
Q1 | $233K | Hold |
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|
2023
Q4 | $248K | Hold |
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|
2023
Q3 | $229K | Hold |
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|
2023
Q2 | $264K | Sell |
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|
2023
Q1 | $237K | Buy |
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|
2022
Q4 | $206K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $224K | Hold |
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|
2021
Q4 | $279K | Hold |
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|
2021
Q3 | $235K | Hold |
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|
2021
Q2 | $229K | Hold |
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|
2021
Q1 | $212K | Hold |
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|
2020
Q4 | $201K | Buy |
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