Corient Private Wealth’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
Q2
$770K Buy
3,310
+863
+35% +$201K ﹤0.01% 1564
2025
Q1
$551K Sell
2,447
-782
-24% -$176K ﹤0.01% 1549
2024
Q4
$773K Sell
3,229
-69
-2% -$16.5K ﹤0.01% 1428
2024
Q3
$736K Sell
3,298
-1,929
-37% -$430K ﹤0.01% 1525
2024
Q2
$1.01M Buy
5,227
+122
+2% +$23.7K ﹤0.01% 1309
2024
Q1
$1.01M Buy
5,105
+1,302
+34% +$257K ﹤0.01% 1306
2023
Q4
$657K Buy
3,803
+1,305
+52% +$225K ﹤0.01% 1465
2023
Q3
$386K Buy
+2,498
New +$386K ﹤0.01% 1624