West Branch Capital’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 | $26.2K | Hold |
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|
2025
Q2 | $24.9K | Hold |
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|
2025
Q1 | $19.4K | Hold |
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|
2024
Q4 | $21.4K | Hold |
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|
2024
Q3 | $20.1K | Hold |
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|
2024
Q2 | $20.6K | Hold |
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|
2024
Q1 | $21.9K | Sell |
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|
2023
Q4 | $68.6K | Buy |
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|
2023
Q3 | $60.9K | Hold |
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|
2023
Q2 | $70.2K | Hold |
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|
2023
Q1 | $62.5K | Hold |
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|
2022
Q4 | $54.9K | Hold |
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|
2022
Q3 | $46K | Hold |
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|
2022
Q2 | $42K | Hold |
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|
2022
Q1 | $60K | Hold |
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|
2021
Q4 | $74K | Hold |
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|
2021
Q3 | $63K | Sell |
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|
2021
Q2 | $82K | Buy |
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