Rockwell Automation shares owned by Wealthsource Partners
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in Rockwell Automation
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Quarterly reported holdings in Rockwell Automation by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $380k | 1.2k | 310.48 |
| 2023-09-30 | $350k | 1.2k | 285.87 |
| 2023-06-30 | $385k | 1.2k | 329.45 |
| 2023-03-31 | $360k | 1.2k | 293.45 |
| 2022-12-31 | $316k | 1.2k | 257.57 |
| 2022-09-30 | $264k | 1.2k | 215.33 |
| 2022-06-30 | $244k | 1.2k | 199.18 |
| 2022-03-31 | $259k | 925 | 280.00 |
| 2018-03-31 | $735k | 4.7k | 155.75 |
| 2017-12-31 | $736k | 3.7k | 196.32 |
| 2017-09-30 | $665k | 3.7k | 178.09 |
| 2017-06-30 | $598k | 3.7k | 161.88 |
| 2017-03-31 | $735k | 4.7k | 155.75 |
| 2016-12-31 | $649k | 4.8k | 134.40 |
| 2016-09-30 | $604k | 4.9k | 122.42 |
| 2016-06-30 | $567k | 4.9k | 114.92 |
| 2016-03-31 | $536k | 4.7k | 113.70 |