A detailed history of Jfs Wealth Advisors, LLC transactions in Rockwell Automation, Inc stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 750 shares of ROK stock, worth $219,150. This represents 0.01% of its overall portfolio holdings.

Number of Shares
750
Previous 3,009 75.07%
Holding current value
$219,150
Previous $828,000 75.72%
% of portfolio
0.01%
Previous 0.07%

Shares

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

Oct 25, 2024

SELL
$248.27 - $294.37 $560,841 - $664,981
-2,259 Reduced 75.07%
750 $201,000
Q2 2024

Jul 15, 2024

SELL
$254.39 - $288.52 $272,960 - $309,581
-1,073 Reduced 26.29%
3,009 $828,000
Q1 2024

Apr 30, 2024

BUY
$253.28 - $307.22 $3,799 - $4,608
15 Added 0.37%
4,082 $1.19 Million
Q4 2023

Feb 07, 2024

BUY
$257.02 - $311.22 $5,654 - $6,846
22 Added 0.54%
4,067 $1.26 Million
Q3 2023

Nov 02, 2023

BUY
$278.94 - $346.89 $3,905 - $4,856
14 Added 0.35%
4,045 $1.16 Million
Q2 2023

Aug 07, 2023

BUY
$269.98 - $329.45 $2,699 - $3,294
10 Added 0.25%
4,031 $1.33 Million
Q1 2023

Apr 19, 2023

BUY
$258.56 - $305.56 $3,878 - $4,583
15 Added 0.37%
4,021 $1.18 Million
Q4 2022

Feb 13, 2023

BUY
$223.88 - $273.53 $771,266 - $942,310
3,445 Added 614.08%
4,006 $1.03 Million
Q3 2022

Oct 21, 2022

SELL
$197.95 - $259.44 $3,365 - $4,410
-17 Reduced 2.94%
561 $121,000
Q2 2022

Aug 02, 2022

BUY
$191.09 - $284.48 $4,777 - $7,112
25 Added 4.52%
578 $115,000
Q1 2022

May 02, 2022

BUY
$256.35 - $343.1 $5,383 - $7,205
21 Added 3.95%
553 $155,000
Q4 2021

Feb 03, 2022

BUY
$292.75 - $351.35 $3,513 - $4,216
12 Added 2.31%
532 $186,000
Q3 2021

Nov 09, 2021

BUY
$284.0 - $327.14 $119,280 - $137,398
420 Added 420.0%
520 $153,000
Q3 2017

Oct 20, 2017

BUY
$159.57 - $178.21 $15,957 - $17,821
100
100 $18,000

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 Jfs Wealth Advisors, LLC Portfolio

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

News

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