Carson Wealth (CWM LLC)’s Applied Industrial Technologies AIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.87M | Buy |
|
|||||
|
2025
Q2 | $789K | Sell |
|
|||||
|
2025
Q1 | $795K | Buy |
|
|||||
|
2024
Q4 | $815K | Buy |
|
|||||
|
2024
Q3 | $750K | Buy |
|
|||||
|
2024
Q2 | $618K | Buy |
|
|||||
|
2024
Q1 | $612K | Sell |
|
|||||
|
2023
Q4 | $543K | Sell |
|
|||||
|
2023
Q3 | $498K | Sell |
|
|||||
|
2023
Q2 | $467K | Sell |
|
|||||
|
2023
Q1 | $458K | Sell |
|
|||||
|
2022
Q4 | $432K | Buy |
|
|||||
|
2022
Q3 | $351K | Buy |
|
|||||
|
2022
Q2 | $307K | Buy |
|
|||||
|
2022
Q1 | $54K | Buy |
|
|||||
|
2021
Q4 | $33K | Buy |
|
|||||
|
2021
Q2 | $24K | Hold |
|
|||||
|
2021
Q1 | $24K | Hold |
|
|||||
|
2020
Q4 | $24K | Hold |
|
|||||
|
2020
Q3 | $24K | Hold |
|
|||||
|
2020
Q2 | $24K | Hold |
|
|||||
|
2020
Q1 | $24K | Hold |
|
|||||
|
2019
Q4 | $24K | Hold |
|
|||||
|
2019
Q3 | $24K | Hold |
|
|||||
|
2019
Q2 | $24K | Hold |
|
|||||
|
2019
Q1 | $24K | Buy |
|
|||||
|
2018
Q4 | $2K | Buy |
|
|||||
|
2018
Q3 | $1K | Sell |
|
|||||
|
2018
Q2 | $2K | Buy |
|