Frank Rimerman Advisors’s Rockwell Automation ROK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$440K Sell
1,325
-100
-7% -$33.2K 0.03% 369
2025
Q1
$368K Sell
1,425
-54
-4% -$14K 0.03% 370
2024
Q4
$423K Buy
1,479
+32
+2% +$9.15K 0.03% 341
2024
Q3
$388K Sell
1,447
-12
-0.8% -$3.22K 0.03% 374
2024
Q2
$402K Buy
1,459
+1,453
+24,217% +$400K 0.03% 385
2024
Q1
$1.75K Hold
6
﹤0.01% 290
2023
Q4
$1.86K Buy
+6
New +$1.86K ﹤0.01% 270