Rockwell Automation shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay Wealth Management investment in Rockwell Automation
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Quarterly reported holdings in Rockwell Automation by Evermay Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $606k | 1.7k | 349.53 |
| 2025-06-30 | $597k | 1.8k | 332.17 |
| 2025-03-31 | $590k | 2.3k | 258.38 |
| 2024-12-31 | $688k | 2.4k | 285.79 |
| 2024-09-30 | $602k | 2.2k | 268.46 |
| 2024-06-30 | $758k | 2.8k | 275.28 |
| 2024-03-31 | $831k | 2.9k | 291.33 |
| 2023-12-31 | $881k | 2.8k | 310.48 |
| 2023-09-30 | $685k | 2.4k | 285.87 |
| 2023-06-30 | $771k | 2.3k | 329.45 |
| 2023-03-31 | $737k | 2.5k | 293.45 |
| 2022-12-31 | $636k | 2.5k | 257.57 |
| 2022-09-30 | $499k | 2.3k | 215.09 |
| 2022-06-30 | $438k | 2.2k | 199.27 |
| 2022-03-31 | $440k | 1.6k | 279.72 |
| 2021-12-31 | $563k | 1.6k | 348.61 |
| 2021-09-30 | $189k | 644 | 293.48 |
| 2021-06-30 | $229k | 800 | 286.25 |
| 2021-03-31 | $232k | 875 | 265.14 |
| 2020-12-31 | $235k | 935 | 251.34 |
| 2020-09-30 | $206k | 935 | 220.32 |
| 2020-06-30 | $202k | 950 | 212.63 |
| 2019-12-31 | $268k | 1.3k | 203.03 |
| 2019-09-30 | $255k | 1.5k | 165.05 |
| 2019-06-30 | $294k | 1.8k | 163.79 |
| 2019-03-31 | $227k | 1.3k | 175.29 |
| 2017-12-31 | $219k | 1.1k | 196.41 |