Coldstream Capital Management’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
Q2 | $535K | Buy |
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|
2025
Q1 | $480K | Buy |
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|
2024
Q4 | $466K | Buy |
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|
2024
Q3 | $429K | Buy |
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|
2024
Q2 | $360K | Buy |
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|
2024
Q1 | $352K | Sell |
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|
2023
Q4 | $309K | Buy |
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|
2023
Q3 | $274K | Hold |
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|
2023
Q2 | $256K | Buy |
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|
2023
Q1 | $248K | Buy |
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|
2022
Q4 | $215K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $208K | Buy |
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