Tiemann Investment 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
$210K Buy
+634
New +$210K 0.09% 187
2024
Q3
Sell
-733
Closed -$202K 204
2024
Q2
$202K Sell
733
-254
-26% -$70K 0.09% 183
2024
Q1
$288K Hold
987
0.13% 143
2023
Q4
$307K Hold
987
0.15% 137
2023
Q3
$282K Hold
987
0.15% 136
2023
Q2
$325K Hold
987
0.17% 131
2023
Q1
$290K Hold
987
0.16% 143
2022
Q4
$254K Hold
987
0.15% 156
2022
Q3
$212K Hold
987
0.14% 160
2022
Q2
$197K Hold
987
0.11% 183
2022
Q1
$276K Sell
987
-375
-28% -$105K 0.13% 162
2021
Q4
$475K Sell
1,362
-4
-0.3% -$1.4K 0.2% 112
2021
Q3
$402K Hold
1,366
0.19% 122
2021
Q2
$391K Sell
1,366
-89
-6% -$25.5K 0.18% 130
2021
Q1
$386K Hold
1,455
0.19% 127
2020
Q4
$365K Hold
1,455
0.19% 120
2020
Q3
$321K Hold
1,455
0.2% 126
2020
Q2
$310K Hold
1,455
0.21% 124
2020
Q1
$220K Hold
1,455
0.19% 138
2019
Q4
$295K Sell
1,455
-30
-2% -$6.08K 0.2% 130
2019
Q3
$245K Sell
1,485
-100
-6% -$16.5K 0.18% 150
2019
Q2
$260K Hold
1,585
0.19% 147
2019
Q1
$278K Hold
1,585
0.21% 130
2018
Q4
$239K Hold
1,585
0.21% 139
2018
Q3
$297K Hold
1,585
0.23% 123
2018
Q2
$263K Hold
1,585
0.21% 138
2018
Q1
$276K Buy
1,585
+10
+0.6% +$1.74K 0.22% 131
2017
Q4
$309K Hold
1,575
0.25% 119
2017
Q3
$281K Hold
1,575
0.24% 127
2017
Q2
$255K Hold
1,575
0.23% 131
2017
Q1
$245K Buy
1,575
+50
+3% +$7.78K 0.23% 131
2016
Q4
$205K Buy
+1,525
New +$205K 0.2% 146