Evelyn Partners Investment Management Services’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	$332K	Sell	887 -1,543	-63%	-$578K	0.04%	91
2025 Q1	$1.16M	Buy	+2,430	New	+$1.16M	0.2%	55