Congress Wealth Management LLC Rockwell Automation, Inc Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Rockwell Automation, Inc stock. As of the latest transaction made, Congress Wealth Management LLC holds 894 shares of ROK stock, worth $337,154. This represents 0.0% of its overall portfolio holdings.

Number of Shares
894
Previous 853 4.81%
Holding current value
$337,154
Previous $220,000 34.55%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$218.97 - $332.17 $8,977 - $13,618
41 Added 4.81%
894 $296,000
Q1 2025

May 14, 2025
BUY
$255.29 - $303.75 $25,273 - $30,071
99 Added 13.13%
853 $220,000
Q4 2024

Feb 11, 2025
BUY
$264.65 - $302.92 $199,546 - $228,401
754 New
754 $215,000
Q1 2024

Apr 18, 2024
SELL
$253.28 - $307.22 $77,756 - $94,316
-307 Reduced 11.27%
2,418 $704,000
Q4 2023

Feb 09, 2024
SELL
$257.02 - $311.22 $58,086 - $70,335
-226 Reduced 7.66%
2,725 $846,000
Q3 2023

Oct 30, 2023
SELL
$278.94 - $346.89 $47,419 - $58,971
-170 Reduced 5.45%
2,951 $843,000
Q2 2023

Jul 13, 2023
SELL
$269.98 - $329.45 $4,319 - $5,271
-16 Reduced 0.51%
3,121 $1.03 Million
Q1 2023

Apr 14, 2023
SELL
$258.56 - $305.56 $14,737 - $17,416
-57 Reduced 1.78%
3,137 $920,000
Q4 2022

Feb 02, 2023
BUY
$223.88 - $273.53 $20,820 - $25,438
93 Added 3.0%
3,194 $822,000
Q3 2022

Nov 08, 2022
BUY
$197.95 - $259.44 $13,262 - $17,382
67 Added 2.21%
3,101 $667,000
Q2 2022

Aug 11, 2022
BUY
$191.09 - $284.48 $14,905 - $22,189
78 Added 2.64%
3,034 $605,000
Q1 2022

May 16, 2022
SELL
$256.35 - $343.1 $8,203 - $10,979
-32 Reduced 1.07%
2,956 $827,000
Q4 2021

Feb 04, 2022
BUY
$292.75 - $351.35 $874,737 - $1.05 Million
2,988 New
2,988 $1.04 Million

Others Institutions Holding ROK

# of Institutions
1,476
Shares Held
92.6M
Call Options Held
817K
Put Options Held
550K
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 $43.5B
  • 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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