Ballentine Partners’s Applied Industrial Technologies AIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,111	Closed	-$266K	–	915
2024 Q4	$266K	Hold	1,111	–	–	﹤0.01%	651
2024 Q3	$248K	Buy	1,111 +74	+7%	+$16.5K	﹤0.01%	660
2024 Q2	$201K	Buy	+1,037	New	+$201K	﹤0.01%	696