Rockwell Automation shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Rockwell Automation
Tip: Access up to 7 years of quarterly data
All positions including Rockwell Automation held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Rockwell Automation by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $242k | 900 | 268.46 |
| 2024-06-30 | $472k | 1.7k | 275.28 |
| 2024-03-31 | $450k | 1.5k | 291.33 |
| 2023-12-31 | $428k | 1.4k | 310.48 |
| 2023-09-30 | $395k | 1.4k | 285.87 |
| 2023-06-30 | $455k | 1.4k | 329.45 |
| 2023-03-31 | $276k | 939 | 293.45 |
| 2022-12-31 | $242k | 939 | 257.57 |
| 2022-09-30 | $201k | 939 | 214.06 |
| 2022-06-30 | $1.1M | 4.4k | 252.80 |
| 2022-03-31 | $1.2M | 4.4k | 279.99 |
| 2021-12-31 | $1.5M | 4.3k | 348.63 |
More positions owned by Confluence Wealth Services
View all positions for Confluence Wealth Services