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Rockwell Automation shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in Rockwell Automation

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All positions including Rockwell Automation held by Empirical Financial Services, LLC d/b/a Empirical Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rockwell Automation by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $767k 2.5k 310.43
2023-09-30 $686k 2.4k 285.84
2023-06-30 $852k 2.6k 329.44
2023-03-31 $709k 2.4k 293.47
2022-12-31 $633k 2.5k 257.61
2022-09-30 $423k 2.0k 215.05
2022-06-30 $366k 1.8k 199.24
2022-03-31 $700k 2.5k 279.89
2021-12-31 $954k 2.7k 348.81
2021-09-30 $4.2M 14k 294.00
2021-06-30 $841k 2.9k 286.15
2021-03-31 $724k 2.7k 265.59
2020-12-31 $590k 2.4k 250.85
2020-09-30 $1.4M 6.5k 220.75
2020-06-30 $1.4M 6.5k 213.03
2020-03-31 $1.2M 8.0k 150.87
2019-12-31 $1.6M 8.0k 202.64
2019-09-30 $1.3M 7.9k 164.75
2019-06-30 $1.3M 7.8k 163.81
2019-03-31 $1.8M 10k 175.46
2018-12-31 $1.2M 7.8k 150.49