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Rockwell Automation shares owned by Pinnacle Wealth Planning Services

Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Pinnacle Wealth Planning Services from 13F filings

Historical chart of Pinnacle Wealth Planning Services investment in Rockwell Automation

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All positions including Rockwell Automation held by Pinnacle Wealth Planning Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rockwell Automation by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $300k 1.0k 291.33
2023-12-31 $320k 1.0k 310.48
2023-09-30 $295k 1.0k 285.87
2023-06-30 $340k 1.0k 329.45
2023-03-31 $303k 1.0k 293.45
2022-12-31 $268k 1.0k 257.57
2022-09-30 $222k 1.0k 214.91
2022-06-30 $205k 1.0k 199.61
2022-03-31 $221k 788 280.46
2020-12-31 $136k 477 285.71