A detailed history of Bdo Wealth Advisors, LLC transactions in Rockwell Automation, Inc stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 192 shares of ROK stock, worth $56,102. This represents 0.01% of its overall portfolio holdings.

Number of Shares
192
Previous 127 51.18%
Holding current value
$56,102
Previous $37,000 70.27%
% of portfolio
0.01%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 01, 2023

BUY
$269.98 - $329.45 $17,548 - $21,414
65 Added 51.18%
192 $63,000
Q4 2022

Jan 27, 2023

SELL
$223.88 - $273.53 $8,059 - $9,847
-36 Reduced 22.09%
127 $0
Q3 2022

Nov 02, 2022

BUY
$197.95 - $259.44 $16,429 - $21,533
83 Added 103.75%
163 $35,000
Q1 2022

May 06, 2022

SELL
$256.35 - $343.1 $8,972 - $12,008
-35 Reduced 30.43%
80 $22,000
Q4 2021

Feb 11, 2022

BUY
$292.75 - $351.35 $10,246 - $12,297
35 Added 43.75%
115 $40,000
Q1 2021

May 14, 2021

SELL
$241.05 - $273.55 $10,847 - $12,309
-45 Reduced 36.0%
80 $21,000
Q4 2020

Feb 12, 2021

BUY
$219.52 - $256.81 $17,561 - $20,544
80 Added 177.78%
125 $31,000
Q1 2020

May 15, 2020

BUY
$120.68 - $209.37 $5,430 - $9,421
45 New
45 $7,000

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 $33.7B
  • 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 Bdo Wealth Advisors, LLC Portfolio

Follow Bdo Wealth Advisors, 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 Bdo Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bdo Wealth Advisors, LLC with notifications on news.