Rockwell Automation shares owned by Wealth Management Group
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Wealth Management Group
from 13F filings
Historical chart of Wealth Management Group investment in Rockwell Automation
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Quarterly reported holdings in Rockwell Automation by Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $225k | 788 | 285.79 |
| 2024-09-30 | $233k | 867 | 268.46 |
| 2024-06-30 | $443k | 1.6k | 275.28 |
| 2024-03-31 | $583k | 2.0k | 291.33 |
| 2023-12-31 | $4.6M | 15k | 310.48 |
| 2023-09-30 | $4.3M | 15k | 285.87 |
| 2023-06-30 | $5.1M | 15k | 329.45 |
| 2023-03-31 | $4.6M | 16k | 293.45 |
| 2022-12-31 | $4.0M | 16k | 257.59 |
| 2022-09-30 | $3.3M | 15k | 215.09 |
| 2022-03-31 | $424k | 1.5k | 279.67 |
| 2021-12-31 | $596k | 1.7k | 348.98 |
| 2021-09-30 | $568k | 1.9k | 294.02 |
| 2021-06-30 | $5.0M | 17k | 286.01 |
| 2021-03-31 | $4.8M | 18k | 265.42 |
| 2020-12-31 | $4.7M | 19k | 250.82 |
| 2020-09-30 | $3.9M | 18k | 220.65 |
| 2020-06-30 | $3.4M | 16k | 213.02 |