Rockwell Automation shares owned by Heritage Wealth Partners
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Heritage Wealth Partners
from 13F filings
Historical chart of Heritage Wealth Partners investment in Rockwell Automation
Tip: Access up to 7 years of quarterly data
All positions including Rockwell Automation held by Heritage Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Rockwell Automation by Heritage Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $885k | 3.1k | 285.79 |
| 2024-09-30 | $826k | 3.1k | 268.46 |
| 2024-06-30 | $847k | 3.1k | 275.28 |
| 2024-03-31 | $955k | 3.1k | 310.48 |
| 2023-12-31 | $955k | 3.1k | 310.48 |
| 2023-09-30 | $879k | 3.1k | 285.87 |
| 2023-06-30 | $1.0M | 3.1k | 329.45 |
| 2023-03-31 | $852k | 2.9k | 293.45 |
| 2022-12-31 | $817k | 3.1k | 265.60 |