Monongahela All Cap Value Fund ROK Holdings History
Monongahela All Cap Value Fund's Rockwell Automation Inc Holding Summary
As of 2025-04-30, FORUM FUNDS held 4,250.00 shares of Rockwell Automation Inc(ROK), totaling $1.05 Mil. This investment constitutes 3.38% of their stock portfolio, and FORUM FUNDS now holds 0% of the outstanding Rockwell Automation Inc(ROK) stock.
The initial trade took place in 2022Q3. And since then Monongahela All Cap Value Fund has made 7 purchases of ROK, at an average price of $241.68, for a total of 4,300.00 shares. In addition, there have been 1 sales at an average price of $286.04 for 50.00 shares. Based on historical transaction data and ROK's current price of $356.00, Monongahela All Cap Value Fund's estimated gain on his ROK holdings is $488,057.50, reflecting a 46.96% gain to date.
Monongahela All Cap Value Fund ROK ($356.00) Holding Chart
Monongahela All Cap Value Fund ROK ($356.00) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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