Evelyn Partners Investment Management’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
$781K Buy
1,933
+1,196
+162% +$483K 0.03% 103
2025
Q1
$569K Buy
+737
New +$569K 0.03% 111