Rockwell Automation shares owned by WJ Wealth Management
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by WJ Wealth Management
from 13F filings
Historical chart of WJ Wealth Management investment in Rockwell Automation
Tip: Access up to 7 years of quarterly data
All positions including Rockwell Automation held by WJ Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Rockwell Automation by WJ Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $727k | 2.1k | 349.53 |
| 2025-06-30 | $691k | 2.1k | 332.17 |
| 2025-03-31 | $537k | 2.1k | 258.38 |
| 2024-12-31 | $594k | 2.1k | 285.79 |
| 2024-09-30 | $558k | 2.1k | 268.46 |
| 2024-06-30 | $573k | 2.1k | 275.28 |
| 2024-03-31 | $606k | 2.1k | 291.33 |
| 2023-12-31 | $646k | 2.1k | 310.48 |
| 2023-09-30 | $595k | 2.1k | 285.87 |
| 2023-06-30 | $685k | 2.1k | 329.45 |
| 2023-03-31 | $305k | 1.0k | 293.45 |
| 2022-12-31 | $536k | 2.1k | 257.57 |
| 2022-09-30 | $448k | 2.1k | 215.38 |
| 2022-06-30 | $414k | 2.1k | 199.04 |
| 2022-03-31 | $293k | 1.0k | 280.11 |
| 2021-12-31 | $365k | 1.0k | 348.95 |
| 2021-09-30 | $306k | 1.0k | 294.23 |
| 2021-06-30 | $297k | 1.0k | 285.58 |
| 2021-03-31 | $276k | 1.0k | 265.38 |
| 2020-12-31 | $261k | 1.0k | 250.96 |
| 2020-09-30 | $230k | 1.0k | 221.15 |
| 2020-06-30 | $444k | 2.1k | 213.46 |