Core Wealth Partners LLC ROK Holdings History
Core Wealth Partners LLC's Rockwell Automation Inc Holding Summary
As of 2025-03-31, Core Wealth Partners LLC held 41,796.00 shares of Rockwell Automation Inc(ROK), totaling $10.80 Mil. This investment constitutes 6.28% of their stock portfolio, and Core Wealth Partners LLC now holds 0.04% of the outstanding Rockwell Automation Inc(ROK) stock.
The initial trade took place in 2023Q1. And since then Core Wealth Partners LLC has made 4 purchases of ROK, at an average price of $291.90, for a total of 42,130.00 shares. In addition, there have been 2 sales at an average price of $279.14 for 334.00 shares. Based on historical transaction data and ROK's current price of $357.01, Core Wealth Partners LLC's estimated gain on his ROK holdings is $2.72 Mil, reflecting a 22.09% gain to date.
Core Wealth Partners LLC ROK ($357.01) Holding Chart
Core Wealth Partners LLC ROK ($357.01) 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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