A detailed history of Schechter Investment Advisors, LLC transactions in Rockwell Automation, Inc stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 728 shares of ROK stock, worth $201,721. This represents 0.02% of its overall portfolio holdings.

Number of Shares
728
Previous 868 16.13%
Holding current value
$201,721
Previous $252,000 20.63%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$254.39 - $288.52 $35,614 - $40,392
-140 Reduced 16.13%
728 $200,000
Q1 2024

May 06, 2024

SELL
$253.28 - $307.22 $67,119 - $81,413
-265 Reduced 23.39%
868 $252,000
Q4 2023

Jan 17, 2024

BUY
$257.02 - $311.22 $21,332 - $25,831
83 Added 7.9%
1,133 $351,000
Q3 2023

Nov 06, 2023

BUY
$278.94 - $346.89 $60,251 - $74,928
216 Added 25.9%
1,050 $300,000
Q2 2023

Jul 26, 2023

SELL
$269.98 - $329.45 $539 - $658
-2 Reduced 0.24%
834 $274,000
Q1 2023

Apr 28, 2023

BUY
$258.56 - $305.56 $9,308 - $11,000
36 Added 4.5%
836 $245,000
Q4 2022

Feb 13, 2023

BUY
$223.88 - $273.53 $179,104 - $218,823
800 New
800 $206,000
Q1 2022

Nov 18, 2022

BUY
$256.35 - $343.1 $211,745 - $283,400
826 New
826 $231,000
Q4 2021

Dec 27, 2022

BUY
$292.75 - $351.35 $238,591 - $286,350
815 New
815 $284,000

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 $32B
  • 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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