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Rockwell Automation shares owned by Wells Trecaso Financial Group

Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Wells Trecaso Financial Group from 13F filings

Historical chart of Wells Trecaso Financial Group investment in Rockwell Automation

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All positions including Rockwell Automation held by Wells Trecaso Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rockwell Automation by Wells Trecaso Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $233k 800 291.33
2023-12-31 $248k 800 310.48
2023-09-30 $229k 800 285.87
2023-06-30 $264k 800 329.45
2023-03-31 $237k 809 293.45
2022-12-31 $206k 800 257.57
2022-03-31 $224k 800 280.00
2021-12-31 $279k 800 348.75
2021-09-30 $235k 800 293.75
2021-06-30 $229k 800 286.25
2021-03-31 $212k 800 265.00
2020-12-31 $201k 800 251.25