A detailed history of Ever Source Wealth Advisors, LLC transactions in Rockwell Automation, Inc stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 566 shares of ROK stock, worth $162,832. This represents 0.01% of its overall portfolio holdings.

Number of Shares
566
Previous 553 2.35%
Holding current value
$162,832
Previous $152,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 08, 2024

BUY
$248.27 - $294.37 $3,227 - $3,826
13 Added 2.35%
566 $152,000
Q2 2024

Aug 13, 2024

SELL
$254.39 - $288.52 $5,850 - $6,635
-23 Reduced 3.99%
553 $152,000
Q1 2024

Jun 11, 2024

BUY
$253.28 - $307.22 $1,013 - $1,228
4 Added 0.7%
576 $167,000
Q4 2023

Feb 09, 2024

SELL
$257.02 - $311.22 $257 - $311
-1 Reduced 0.17%
572 $177,000
Q3 2023

Nov 03, 2023

SELL
$278.94 - $346.89 $17,852 - $22,200
-64 Reduced 10.05%
573 $163,000
Q2 2023

Aug 04, 2023

SELL
$269.98 - $329.45 $2,429 - $2,965
-9 Reduced 1.39%
637 $209,000
Q1 2023

May 11, 2023

SELL
$258.56 - $305.56 $19,392 - $22,917
-75 Reduced 10.4%
646 $189,000
Q4 2022

Feb 09, 2023

SELL
$223.88 - $273.53 $100,522 - $122,814
-449 Reduced 38.38%
721 $185,000
Q3 2022

Nov 07, 2022

SELL
$197.95 - $259.44 $49,091 - $64,341
-248 Reduced 17.49%
1,170 $252,000
Q2 2022

Aug 01, 2022

BUY
$191.09 - $284.48 $20,828 - $31,008
109 Added 8.33%
1,418 $283,000
Q1 2022

May 25, 2022

BUY
$256.35 - $343.1 $89,722 - $120,085
350 Added 36.5%
1,309 $366,000
Q4 2021

Feb 07, 2022

BUY
$292.75 - $351.35 $280,747 - $336,944
959 New
959 $335,000

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 $33.2B
  • 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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