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Rockwell Automation shares owned by Center for Financial Planning

Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Center for Financial Planning from 13F filings

Historical chart of Center for Financial Planning investment in Rockwell Automation

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All positions including Rockwell Automation held by Center for Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rockwell Automation by Center for Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $295k 1.0k 291.33
2023-12-31 $352k 1.1k 310.48
2023-09-30 $346k 1.2k 285.87
2023-06-30 $399k 1.2k 329.45
2023-03-31 $355k 1.2k 293.45
2022-12-31 $304k 1.2k 257.57
2022-09-30 $254k 1.2k 214.89
2022-06-30 $236k 1.2k 199.66
2022-03-31 $331k 1.2k 280.03
2021-12-31 $412k 1.2k 348.56
2021-09-30 $348k 1.2k 294.42
2021-06-30 $338k 1.2k 285.96
2021-03-31 $314k 1.2k 265.65
2020-12-31 $296k 1.2k 250.42
2020-09-30 $261k 1.2k 220.81
2020-06-30 $252k 1.2k 213.20
2020-03-31 $180k 1.2k 151.01
2019-12-31 $597k 2.9k 202.65