Westside Investment Management’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 | $559K | Buy |
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|
2025
Q2 | $519K | Buy |
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|
2025
Q1 | $388K | Hold |
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|
2024
Q4 | $429K | Hold |
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|
2024
Q3 | $403K | Hold |
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|
2024
Q2 | $413K | Hold |
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|
2024
Q1 | $437K | Hold |
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|
2023
Q4 | $466K | Hold |
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|
2023
Q3 | $429K | Hold |
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|
2023
Q2 | $494K | Hold |
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|
2023
Q1 | $440K | Hold |
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|
2022
Q4 | $386 | Hold |
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|
2022
Q3 | $322 | Hold |
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|
2022
Q2 | $298 | Hold |
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|
2022
Q1 | $420 | Hold |
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|
2021
Q4 | $523 | Hold |
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|
2021
Q3 | $441 | Hold |
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|
2021
Q2 | $429 | Hold |
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|
2021
Q1 | $398 | Hold |
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|
2020
Q4 | $376 | Hold |
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|
2020
Q3 | $331 | Hold |
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|
2020
Q2 | $319 | Hold |
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|
2020
Q1 | $226 | Buy |
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|
2019
Q2 | $245 | Buy |
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|
2018
Q4 | $226K | Sell |
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|
2018
Q3 | $308K | Hold |
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|
2018
Q2 | $275K | Sell |
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|
2018
Q1 | $279K | Sell |
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|
2017
Q4 | $334K | Sell |
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|
2017
Q3 | $306K | Buy |
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|
2017
Q2 | $274K | Buy |
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|
2017
Q1 | $257K | Buy |
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|
2016
Q4 | $22K | Buy |
|