Rockwell Automation shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in Rockwell Automation
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All positions including Rockwell Automation held by Tradition Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Rockwell Automation by Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $309k | 885 | 349.42 |
| 2025-06-30 | $320k | 964 | 332.31 |
| 2025-03-31 | $249k | 965 | 258.34 |
| 2024-12-31 | $274k | 960 | 285.70 |
| 2024-09-30 | $257k | 956 | 268.42 |
| 2024-06-30 | $261k | 950 | 275.20 |
| 2024-03-31 | $275k | 945 | 291.18 |
| 2023-12-31 | $266k | 858 | 310.02 |
| 2023-09-30 | $246k | 859 | 286.38 |
| 2023-06-30 | $282k | 856 | 329.44 |
| 2023-03-31 | $248k | 846 | 293.14 |
| 2022-12-31 | $217k | 843 | 257.41 |
| 2022-09-30 | $180k | 839 | 214.54 |
| 2022-06-30 | $136k | 682 | 199.41 |
| 2022-03-31 | $190k | 678 | 280.24 |
| 2021-12-31 | $237k | 678 | 349.56 |
| 2021-09-30 | $198k | 673 | 294.21 |
| 2021-06-30 | $192k | 671 | 286.14 |
| 2021-03-31 | $155k | 582 | 266.32 |
| 2020-12-31 | $145k | 580 | 250.00 |
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