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Rockwell Automation shares owned by TrinityPoint Wealth

Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by TrinityPoint Wealth from 13F filings

Historical chart of TrinityPoint Wealth investment in Rockwell Automation

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All positions including Rockwell Automation held by TrinityPoint Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rockwell Automation by TrinityPoint Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $284k 974 291.22
2023-12-31 $298k 959 310.60
2023-09-30 $247k 865 285.88
2023-06-30 $261k 793 329.38
2022-03-31 $208k 741 280.70
2021-12-31 $252k 721 349.51
2021-09-30 $201k 683 294.29