Western Wealth Management, LLC Rockwell Automation, Inc Transaction History

Western Wealth Management, LLC

  • $1.46 Billion
  • Q1 2025

A detailed history of Western Wealth Management, LLC transactions in Rockwell Automation, Inc stock. As of the latest transaction made, Western Wealth Management, LLC holds 2,880 shares of ROK stock, worth $715,334. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,880
Previous 2,923 1.47%
Holding current value
$715,334
Previous $835,000 10.9%
% of portfolio
0.05%
Previous 0.06%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$255.29 - $303.75 $10,977 - $13,061
-43 Reduced 1.47%
2,880 $744,000
Q4 2024

Apr 15, 2025
BUY
$264.65 - $302.92 $773,571 - $885,435
2,923 New
2,923 $835,000
Q3 2024

Nov 12, 2024
BUY
$248.27 - $294.37 $23,833 - $28,259
96 Added 3.46%
2,870 $770,000
Q2 2024

Jul 19, 2024
BUY
$254.39 - $288.52 $45,281 - $51,356
178 Added 6.86%
2,774 $763,000
Q1 2024

May 02, 2024
SELL
$253.28 - $307.22 $597,234 - $724,424
-2,358 Reduced 47.6%
2,596 $756,000
Q4 2023

Jan 31, 2024
SELL
$257.02 - $311.22 $48,833 - $59,131
-190 Reduced 3.69%
4,954 $1.54 Million
Q3 2023

Nov 07, 2023
SELL
$278.94 - $346.89 $4,184 - $5,203
-15 Reduced 0.29%
5,144 $1.47 Million
Q2 2023

Aug 30, 2023
BUY
$269.98 - $329.45 $1,889 - $2,306
7 Added 0.14%
5,159 $1.7 Million
Q1 2023

Aug 30, 2023
BUY
$258.56 - $305.56 $6,464 - $7,639
25 Added 0.49%
5,152 $1.51 Million
Q4 2022

Feb 02, 2023
SELL
$223.88 - $273.53 $1.73 Million - $2.11 Million
-7,710 Reduced 60.06%
5,127 $1.32 Million
Q3 2022

Nov 04, 2022
BUY
$197.95 - $259.44 $309,791 - $406,023
1,565 Added 13.88%
12,837 $2.76 Million
Q2 2022

Jul 18, 2022
SELL
$191.09 - $284.48 $53,887 - $80,223
-282 Reduced 2.44%
11,272 $2.24 Million
Q1 2022

May 10, 2022
BUY
$256.35 - $343.1 $1.18 Million - $1.58 Million
4,599 Added 66.13%
11,554 $3.24 Million
Q4 2021

Feb 14, 2022
BUY
$292.75 - $351.35 $3,513 - $4,216
12 Added 0.17%
6,955 $2.43 Million
Q2 2021

Aug 09, 2021
BUY
$258.35 - $286.02 $1.79 Million - $1.99 Million
6,943 New
6,943 $1.99 Million

Others Institutions Holding ROK

# of Institutions
1,323
Shares Held
95.1M
Call Options Held
576K
Put Options Held
450K
View Full List

About ROCKWELL AUTOMATION, INC

ROK Quotes by TradingView
  • Ticker ROK
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 115,435,000
  • Market Cap $28.7B
  • 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 Western Wealth Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email