Rockwell Automation shares owned by Pinnacle Wealth Management Advisory
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Pinnacle Wealth Management Advisory
from 13F filings
Historical chart of Pinnacle Wealth Management Advisory investment in Rockwell Automation
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Quarterly reported holdings in Rockwell Automation by Pinnacle Wealth Management Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $200k | 745 | 268.46 |
| 2024-06-30 | $224k | 813 | 275.30 |
| 2024-03-31 | $245k | 840 | 291.34 |
| 2023-12-31 | $265k | 853 | 310.49 |
| 2023-09-30 | $262k | 917 | 285.87 |
| 2023-06-30 | $318k | 965 | 329.45 |
| 2023-03-31 | $303k | 1.0k | 293.45 |
| 2022-12-31 | $267k | 1.0k | 257.57 |
| 2022-06-30 | $208k | 1.0k | 199.23 |
| 2022-03-31 | $259k | 925 | 280.00 |
| 2021-12-31 | $323k | 925 | 349.19 |
| 2021-09-30 | $278k | 945 | 294.18 |
| 2021-06-30 | $272k | 950 | 286.32 |
| 2021-03-31 | $252k | 950 | 265.26 |
| 2020-12-31 | $238k | 950 | 250.53 |
| 2020-09-30 | $224k | 1.0k | 220.69 |
| 2020-06-30 | $219k | 1.0k | 212.62 |
| 2019-12-31 | $291k | 1.4k | 202.79 |
| 2019-09-30 | $227k | 1.4k | 165.09 |
| 2019-06-30 | $210k | 1.3k | 164.06 |
| 2019-03-31 | $202k | 1.2k | 175.65 |
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