Rockwell Automation shares owned by Spire Wealth Management
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Spire Wealth Management
from 13F filings
Historical chart of Spire Wealth Management investment in Rockwell Automation
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Quarterly reported holdings in Rockwell Automation by Spire Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $4.4M | 11k | 389.07 |
| 2025-09-30 | $59k | 168 | 350.15 |
| 2025-06-30 | $56k | 168 | 332.74 |
| 2025-03-31 | $62k | 240 | 258.25 |
| 2024-12-31 | $64k | 225 | 286.13 |
| 2024-09-30 | $69k | 255 | 268.84 |
| 2024-06-30 | $73k | 265 | 275.65 |
| 2024-03-31 | $4.7M | 16k | 291.34 |
| 2023-12-31 | $157k | 516 | 303.59 |
| 2023-09-30 | $75k | 261 | 286.11 |
| 2023-06-30 | $78k | 236 | 329.95 |
| 2023-03-31 | $69k | 235 | 293.82 |
| 2022-12-31 | $47k | 181 | 259.67 |
| 2022-09-30 | $40k | 184 | 217.39 |
| 2022-06-30 | $52k | 263 | 197.72 |
| 2022-03-31 | $165k | 589 | 280.14 |
| 2021-12-31 | $12M | 33k | 349.90 |
| 2021-09-30 | $9.1M | 31k | 294.20 |
| 2021-06-30 | $8.1M | 28k | 286.64 |
| 2021-03-31 | $7.3M | 28k | 263.38 |