A detailed history of Sugarloaf Wealth Management, LLC transactions in Rockwell Automation, Inc stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 77 shares of ROK stock, worth $22,152. This represents 0.0% of its overall portfolio holdings.

Number of Shares
77
Previous 76 1.32%
Holding current value
$22,152
Previous $20,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 08, 2024

BUY
$248.27 - $294.37 $248 - $294
1 Added 1.32%
77 $20,000
Q2 2023

Jul 13, 2023

BUY
$269.98 - $329.45 $269 - $329
1 Added 1.33%
76 $25,000
Q1 2023

Apr 26, 2023

SELL
$258.56 - $305.56 $258 - $305
-1 Reduced 1.32%
75 $22,000
Q2 2022

Jul 12, 2022

BUY
$191.09 - $284.48 $191 - $284
1 Added 1.33%
76 $15,000
Q1 2022

Apr 25, 2022

SELL
$256.35 - $343.1 $256 - $343
-1 Reduced 1.32%
75 $21,000
Q4 2021

Jan 20, 2022

BUY
$292.75 - $351.35 $292 - $351
1 Added 1.33%
76 $26,000
Q4 2020

Feb 03, 2021

BUY
$219.52 - $256.81 $219 - $256
1 Added 1.35%
75 $19,000
Q4 2019

Jan 29, 2020

BUY
$153.28 - $205.47 $11,342 - $15,204
74 New
74 $15,000

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
Track This Portfolio

Track Sugarloaf Wealth Management, LLC Portfolio

Follow Sugarloaf Wealth Management, 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 Sugarloaf Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sugarloaf Wealth Management, LLC with notifications on news.