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Agate Pass Investment Management’s Rockwell Automation ROK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.42M Hold
4,280
0.58% 53
2025
Q1
$1.11M Buy
4,280
+1,575
+58% +$407K 0.47% 62
2024
Q4
$773K Buy
+2,705
New +$773K 0.35% 71