Rockwell Automation shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Rockwell Automation
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Quarterly reported holdings in Rockwell Automation by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 4.1k | 291.33 |
| 2023-12-31 | $1.3M | 4.1k | 310.45 |
| 2023-09-30 | $1.2M | 4.0k | 285.88 |
| 2023-06-30 | $1.3M | 4.0k | 329.47 |
| 2023-03-31 | $1.2M | 4.0k | 293.47 |
| 2022-12-31 | $1.0M | 4.0k | 257.57 |
| 2022-09-30 | $121k | 561 | 215.69 |
| 2022-06-30 | $115k | 578 | 198.96 |
| 2022-03-31 | $155k | 553 | 280.29 |
| 2021-12-31 | $186k | 532 | 349.62 |
| 2021-09-30 | $153k | 520 | 294.23 |
| 2021-06-30 | $29k | 100 | 290.00 |
| 2021-03-31 | $27k | 100 | 270.00 |
| 2020-12-31 | $25k | 100 | 250.00 |
| 2020-09-30 | $22k | 100 | 220.00 |
| 2020-06-30 | $21k | 100 | 210.00 |
| 2020-03-31 | $15k | 100 | 150.00 |
| 2019-12-31 | $20k | 100 | 200.00 |
| 2019-09-30 | $16k | 100 | 160.00 |
| 2019-06-30 | $16k | 100 | 160.00 |
| 2019-03-31 | $18k | 100 | 180.00 |
| 2018-12-31 | $15k | 100 | 150.00 |
| 2018-09-30 | $19k | 100 | 190.00 |
| 2018-06-30 | $17k | 100 | 170.00 |
| 2018-03-31 | $17k | 100 | 170.00 |
| 2017-12-31 | $20k | 100 | 200.00 |
| 2017-09-30 | $18k | 100 | 180.00 |
| 2017-06-30 | $16k | 100 | 160.00 |
| 2017-03-31 | $13k | 100 | 130.00 |
| 2016-12-31 | $13k | 100 | 130.00 |
| 2016-09-30 | $12k | 100 | 120.00 |
| 2016-06-30 | $11k | 100 | 110.00 |
| 2016-03-31 | $11k | 100 | 110.00 |
| 2015-12-31 | $10k | 100 | 100.00 |
| 2015-09-30 | $10k | 100 | 100.00 |
| 2015-06-30 | $12k | 100 | 120.00 |
| 2015-03-31 | $12k | 100 | 120.00 |
| 2014-12-31 | $11k | 100 | 110.00 |
| 2014-09-30 | $11k | 100 | 110.00 |
| 2014-06-30 | $13k | 100 | 130.00 |