Rockwell Automation shares owned by Avitas Wealth Management
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Avitas Wealth Management
from 13F filings
Historical chart of Avitas Wealth Management investment in Rockwell Automation
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Quarterly reported holdings in Rockwell Automation by Avitas Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $473k | 1.6k | 291.33 |
| 2023-12-31 | $508k | 1.6k | 310.48 |
| 2023-09-30 | $469k | 1.6k | 285.87 |
| 2023-06-30 | $558k | 1.7k | 329.45 |
| 2023-03-31 | $505k | 1.7k | 293.45 |
| 2022-12-31 | $456k | 1.8k | 257.57 |
| 2022-09-30 | $272k | 1.3k | 215.02 |
| 2022-06-30 | $250k | 1.3k | 199.68 |
| 2019-06-30 | $2.9M | 18k | 163.83 |
| 2019-03-31 | $3.1M | 18k | 175.49 |
| 2018-12-31 | $2.7M | 18k | 150.47 |
| 2018-09-30 | $3.3M | 18k | 187.52 |
| 2018-06-30 | $2.9M | 17k | 166.23 |