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Rockwell Automation shares owned by West Branch Capital

Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by West Branch Capital from 13F filings

Historical chart of West Branch Capital investment in Rockwell Automation

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All positions including Rockwell Automation held by West Branch Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rockwell Automation by West Branch Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $20k 75 268.47
2024-06-30 $21k 75 275.28
2024-03-31 $22k 75 291.33
2023-12-31 $69k 221 310.48
2023-09-30 $61k 213 285.87
2023-06-30 $70k 213 329.45
2023-03-31 $63k 213 293.45
2022-12-31 $55k 213 257.57
2022-09-30 $46k 213 215.96
2022-06-30 $42k 213 197.18
2022-03-31 $60k 213 281.69
2021-12-31 $74k 213 347.42
2021-09-30 $63k 213 295.77
2021-06-30 $82k 288 284.72