Congress Wealth Management LLC Rockwell Automation, Inc Transaction History

Congress Wealth Management LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	SELL	$253.28 - $307.22 $77,756 - $94,316	-307 Reduced 11.27%	2,418 $704,000
Q4 2023 Feb 09, 2024	SELL	$257.02 - $311.22 $58,086 - $70,335	-226 Reduced 7.66%	2,725 $846,000
Q3 2023 Oct 30, 2023	SELL	$278.94 - $346.89 $47,419 - $58,971	-170 Reduced 5.45%	2,951 $843,000
Q2 2023 Jul 13, 2023	SELL	$269.98 - $329.45 $4,319 - $5,271	-16 Reduced 0.51%	3,121 $1.03 Million
Q1 2023 Apr 14, 2023	SELL	$258.56 - $305.56 $14,737 - $17,416	-57 Reduced 1.78%	3,137 $920,000
Q4 2022 Feb 02, 2023	BUY	$223.88 - $273.53 $20,820 - $25,438	93 Added 3.0%	3,194 $822,000
Q3 2022 Nov 08, 2022	BUY	$197.95 - $259.44 $13,262 - $17,382	67 Added 2.21%	3,101 $667,000
Q2 2022 Aug 11, 2022	BUY	$191.09 - $284.48 $14,905 - $22,189	78 Added 2.64%	3,034 $605,000
Q1 2022 May 16, 2022	SELL	$256.35 - $343.1 $8,203 - $10,979	-32 Reduced 1.07%	2,956 $827,000
Q4 2021 Feb 04, 2022	BUY	$292.75 - $351.35 $874,737 - $1.05 Million	2,988 New	2,988 $1.04 Million

1,277

91.3M

397K

393K

Ticker ROK
Exchange NYSE
Sector Industrials
Industry Specialty Industrial Machinery
Shares Outstandng 115,435,000
Market Cap $33B
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...

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