A detailed history of Wealth Plan Partners, LLC transactions in Rockwell Automation, Inc stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 1,005 shares of ROK stock, worth $296,424. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,005
Previous 1,081 7.03%
Holding current value
$296,424
Previous $298 Million 9.33%
% of portfolio
0.04%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

SELL
$248.27 - $294.37 $18,868 - $22,372
-76 Reduced 7.03%
1,005 $270 Million
Q1 2024

May 07, 2024

SELL
$253.28 - $307.22 $23,301 - $28,264
-92 Reduced 7.84%
1,081 $315 Million
Q3 2023

Nov 01, 2023

SELL
$278.94 - $346.89 $31,520 - $39,198
-113 Reduced 8.79%
1,173 $335 Million
Q1 2023

May 10, 2023

SELL
$258.56 - $305.56 $48,609 - $57,445
-188 Reduced 12.75%
1,286 $377 Million
Q1 2022

May 03, 2022

SELL
$256.35 - $343.1 $26,404 - $35,339
-103 Reduced 6.53%
1,474 $372,000
Q3 2021

Dec 09, 2021

BUY
$284.0 - $327.14 $2,840 - $3,271
10 Added 0.64%
1,577 $463,000
Q2 2021

Aug 19, 2021

BUY
$258.35 - $286.02 $176,194 - $195,065
682 Added 77.06%
1,567 $496,000
Q4 2020

Feb 09, 2021

SELL
$219.52 - $256.81 $439 - $513
-2 Reduced 0.23%
885 $214,000
Q3 2020

Dec 18, 2020

SELL
$209.08 - $237.3 $1,463 - $1,661
-7 Reduced 0.78%
887 $209,000
Q2 2020

Aug 19, 2020

BUY
$143.68 - $227.39 $128,449 - $203,286
894 New
894 $209,000

Others Institutions Holding ROK

About ROCKWELL AUTOMATION, INC


  • Ticker ROK
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 115,435,000
  • Market Cap $34B
  • Description
  • Rockwell Automation, Inc. provides industrial automation and digital transformation solutions in the United States and internationally. The company operates in three segments, Intelligent Devices, Software & Control, and Lifecycle Services. Its solutions include hardware and software products, and services. The Intelligent Devices segment of...
More about ROK
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