Cypress Advisory Group’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	$2.14M	Buy	6,436 +1,500	+30%	+$498K	1.66%	15
2025 Q1	$1.28M	Buy	4,936 +258	+6%	+$66.7K	1.16%	27
2024 Q4	$1.34M	Buy	+4,678	New	+$1.34M	1.23%	27