Rockwell Automation shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Rockwell Automation
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Quarterly reported holdings in Rockwell Automation by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $373k | 1.3k | 291.36 |
| 2024-06-30 | $347k | 1.3k | 275.31 |
| 2024-03-31 | $373k | 1.3k | 291.36 |
| 2023-12-31 | $397k | 1.3k | 310.49 |
| 2023-09-30 | $365k | 1.3k | 285.88 |
| 2023-06-30 | $429k | 1.3k | 329.46 |
| 2023-03-31 | $348k | 1.3k | 267.22 |
| 2022-12-31 | $335k | 1.3k | 257.57 |
| 2022-09-30 | $279k | 1.3k | 214.62 |
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