Rockwell Automation shares owned by WR Wealth Planners
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by WR Wealth Planners
from 13F filings
Historical chart of WR Wealth Planners investment in Rockwell Automation
Tip: Access up to 7 years of quarterly data
All positions including Rockwell Automation held by WR Wealth Planners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Rockwell Automation by WR Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $817k | 2.9k | 285.79 |
| 2024-09-30 | $653k | 2.4k | 268.46 |
| 2024-06-30 | $643k | 2.3k | 275.28 |
| 2024-03-31 | $370k | 1.3k | 291.33 |
| 2023-12-31 | $399k | 1.3k | 310.48 |
| 2023-09-30 | $325k | 1.1k | 285.87 |
| 2023-06-30 | $362k | 1.1k | 329.45 |
| 2023-03-31 | $311k | 1.1k | 293.45 |
| 2022-12-31 | $254k | 987 | 257.57 |
| 2022-09-30 | $271k | 1.3k | 215.11 |
| 2022-06-30 | $275k | 1.4k | 199.31 |
| 2022-03-31 | $378k | 1.4k | 280.03 |