Rockwell Automation shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group investment in Rockwell Automation
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Quarterly reported holdings in Rockwell Automation by Sound View Wealth Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $216k | 618 | 349.57 |
| 2025-06-30 | $210k | 632 | 332.43 |
| 2025-03-31 | $213k | 824 | 258.53 |
| 2024-12-31 | $566k | 2.0k | 285.80 |
| 2024-09-30 | $2.0M | 7.5k | 268.46 |
| 2024-06-30 | $1.6M | 5.9k | 275.27 |
| 2024-03-31 | $1.6M | 5.6k | 291.31 |
| 2023-12-31 | $1.9M | 6.3k | 310.49 |
| 2023-09-30 | $1.6M | 5.4k | 285.87 |
| 2023-06-30 | $1.3M | 4.1k | 329.44 |
| 2023-03-31 | $1.3M | 4.3k | 293.43 |
| 2022-12-31 | $576k | 2.2k | 257.52 |
| 2022-09-30 | $352k | 1.6k | 215.29 |
| 2022-06-30 | $358k | 1.8k | 199.44 |
| 2022-03-31 | $375k | 1.3k | 280.06 |
| 2021-12-31 | $697k | 2.0k | 348.85 |
| 2021-09-30 | $554k | 1.9k | 293.90 |
| 2021-06-30 | $547k | 1.9k | 285.94 |
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