Carson Wealth (CWM LLC)’s Applied Industrial Technologies AIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $789K | Sell |
3,395
-131
| -4% | -$30.4K | ﹤0.01% | 1381 |
|
|
2025
Q1 | $795K | Buy |
3,526
+121
| +4% | +$27.3K | ﹤0.01% | 1262 |
|
|
2024
Q4 | $815K | Buy |
3,405
+44
| +1% | +$10.5K | ﹤0.01% | 1185 |
|
|
2024
Q3 | $750K | Buy |
3,361
+175
| +5% | +$39.1K | ﹤0.01% | 1170 |
|
|
2024
Q2 | $618K | Buy |
3,186
+87
| +3% | +$16.9K | ﹤0.01% | 1104 |
|
|
2024
Q1 | $612K | Sell |
3,099
-44
| -1% | -$8.69K | ﹤0.01% | 1058 |
|
|
2023
Q4 | $543K | Sell |
3,143
-76
| -2% | -$13.1K | ﹤0.01% | 1033 |
|
|
2023
Q3 | $498K | Sell |
3,219
-5
| -0.2% | -$774 | ﹤0.01% | 976 |
|
|
2023
Q2 | $467K | Sell |
3,224
-1
| -0% | -$145 | ﹤0.01% | 959 |
|
|
2023
Q1 | $458K | Sell |
3,225
-206
| -6% | -$29.3K | ﹤0.01% | 914 |
|
|
2022
Q4 | $432K | Buy |
3,431
+12
| +0.4% | +$1.51K | ﹤0.01% | 855 |
|
|
2022
Q3 | $351K | Buy |
3,419
+224
| +7% | +$23K | ﹤0.01% | 852 |
|
|
2022
Q2 | $307K | Buy |
3,195
+2,669
| +507% | +$256K | ﹤0.01% | 880 |
|
|
2022
Q1 | $54K | Buy |
526
+201
| +62% | +$20.6K | ﹤0.01% | 1568 |
|
|
2021
Q4 | $33K | Buy |
+325
| New | +$33K | ﹤0.01% | 1743 |
|
|
2021
Q2 | $24K | Hold |
263
| – | – | ﹤0.01% | 1695 |
|
|
2021
Q1 | $24K | Hold |
263
| – | – | ﹤0.01% | 1695 |
|
|
2020
Q4 | $24K | Hold |
263
| – | – | ﹤0.01% | 1695 |
|
|
2020
Q3 | $24K | Hold |
263
| – | – | ﹤0.01% | 1695 |
|
|
2020
Q2 | $24K | Hold |
263
| – | – | ﹤0.01% | 1695 |
|
|
2020
Q1 | $24K | Hold |
263
| – | – | ﹤0.01% | 1695 |
|
|
2019
Q4 | $24K | Hold |
263
| – | – | ﹤0.01% | 1695 |
|
|
2019
Q3 | $24K | Hold |
263
| – | – | ﹤0.01% | 1695 |
|
|
2019
Q2 | $24K | Hold |
263
| – | – | ﹤0.01% | 1695 |
|
|
2019
Q1 | $24K | Buy |
263
+221
| +526% | +$20.2K | ﹤0.01% | 1695 |
|
|
2018
Q4 | $2K | Buy |
42
+28
| +200% | +$1.33K | ﹤0.01% | 1703 |
|
|
2018
Q3 | $1K | Sell |
14
-15
| -52% | -$1.07K | ﹤0.01% | 1598 |
|
|
2018
Q2 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 1338 |
|