A detailed history of Cyndeo Wealth Partners, LLC transactions in Rockwell Automation, Inc stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 6,031 shares of ROK stock, worth $1.59 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
6,031
Previous 6,474 6.84%
Holding current value
$1.59 Million
Previous $2.01 Million 12.59%
% of portfolio
0.15%
Previous 0.19%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024

SELL
$253.28 - $307.22 $112,203 - $136,098
-443 Reduced 6.84%
6,031 $1.76 Million
Q4 2023

Jan 12, 2024

BUY
$257.02 - $311.22 $409,689 - $496,084
1,594 Added 32.66%
6,474 $2.01 Million
Q3 2023

Oct 10, 2023

BUY
$278.94 - $346.89 $10,599 - $13,181
38 Added 0.78%
4,880 $1.4 Million
Q2 2023

Jul 27, 2023

SELL
$269.98 - $329.45 $48,326 - $58,971
-179 Reduced 3.57%
4,842 $1.6 Million
Q1 2023

Apr 21, 2023

SELL
$258.56 - $305.56 $2.31 Million - $2.73 Million
-8,926 Reduced 64.0%
5,021 $1.47 Million
Q4 2022

Jan 25, 2023

BUY
$223.88 - $273.53 $3.12 Million - $3.81 Million
13,947 New
13,947 $0

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 $30.5B
  • 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
Track This Portfolio

Track Cyndeo Wealth Partners, LLC Portfolio

Follow Cyndeo Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.