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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Quarterly reported holdings in Rockwell Automation by Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $268k | 767 | 349.53 |
| 2025-06-30 | $255k | 767 | 332.17 |
| 2025-03-31 | $198k | 767 | 258.38 |
| 2024-12-31 | $248k | 867 | 285.79 |
| 2024-09-30 | $233k | 867 | 268.46 |
| 2024-06-30 | $279k | 1.0k | 275.28 |
| 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 |
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