Tempus Wealth Planning’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 | $1.64M | Buy |
4,941
+12
| +0.2% | +$3.99K | 0.41% | 66 |
|
|
2025
Q1 | $1.27M | Buy |
4,929
+320
| +7% | +$82.7K | 0.38% | 78 |
|
|
2024
Q4 | $1.32M | Buy |
4,609
+82
| +2% | +$23.4K | 0.4% | 75 |
|
|
2024
Q3 | $1.22M | Hold |
4,527
| – | – | 0.45% | 62 |
|
|
2024
Q2 | $1.25M | Hold |
4,527
| – | – | 0.52% | 53 |
|
|
2024
Q1 | $1.32M | Sell |
4,527
-311
| -6% | -$90.6K | 0.58% | 42 |
|
|
2023
Q4 | $1.5M | Sell |
4,838
-12
| -0.2% | -$3.73K | 0.66% | 42 |
|
|
2023
Q3 | $1.39M | Hold |
4,850
| – | – | 0.7% | 31 |
|
|
2023
Q2 | $1.6M | Hold |
4,850
| – | – | 0.72% | 40 |
|
|
2023
Q1 | $1.42M | Hold |
4,850
| – | – | 0.7% | 31 |
|
|
2022
Q4 | $1.25M | Hold |
4,850
| – | – | 0.76% | 33 |
|
|
2022
Q3 | $1.04M | Buy |
+4,850
| New | +$1.04M | 0.7% | 40 |
|