Rockwell Automation shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in Rockwell Automation
Tip: Access up to 7 years of quarterly data
All positions including Rockwell Automation held by TrinityPoint Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Rockwell Automation by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $242k | 903 | 268.33 |
| 2024-06-30 | $260k | 944 | 275.31 |
| 2024-03-31 | $284k | 974 | 291.22 |
| 2023-12-31 | $298k | 959 | 310.60 |
| 2023-09-30 | $247k | 865 | 285.88 |
| 2023-06-30 | $261k | 793 | 329.38 |
| 2022-03-31 | $208k | 741 | 280.70 |
| 2021-12-31 | $252k | 721 | 349.51 |
| 2021-09-30 | $201k | 683 | 294.29 |