CROWLEY WEALTH MANAGEMENT, INC. ROK Holdings History
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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