Number of Shares
1,610.00
Current Holdings Value*
$534,790.00
% of Portfolio
0.49%
Total Estimate Gain
$126,708.03
% of Total Estimate Gain
9.67%

CROWLEY WEALTH MANAGEMENT, INC.'s Rockwell Automation Inc Holding Summary

As of 2025-06-30, CROWLEY WEALTH MANAGEMENT, INC. held 1,610.00 shares of Rockwell Automation Inc(ROK), totaling $534,790.00. This investment constitutes 0.49% of their stock portfolio, and CROWLEY WEALTH MANAGEMENT, INC. now holds 0% of the outstanding Rockwell Automation Inc(ROK) stock.

The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $283.74 for 3,044.00 shares. Based on historical transaction data and ROK's current price of $356.00, CROWLEY WEALTH MANAGEMENT, INC.'s estimated gain on his ROK holdings is $126,708.03, reflecting a 9.67% gain to date.

CROWLEY WEALTH MANAGEMENT, INC. ROK ($356.00) Holding Chart

CROWLEY WEALTH MANAGEMENT, INC. ROK ($356.00) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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