Creative Planning’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 | $3.38M | Sell |
14,549
-1,248
| -8% | -$290K | ﹤0.01% | 960 |
|
|
2025
Q1 | $3.56M | Buy |
15,797
+1,493
| +10% | +$336K | ﹤0.01% | 846 |
|
|
2024
Q4 | $3.43M | Buy |
14,304
+3,065
| +27% | +$734K | ﹤0.01% | 826 |
|
|
2024
Q3 | $2.51M | Buy |
11,239
+2,400
| +27% | +$536K | ﹤0.01% | 951 |
|
|
2024
Q2 | $1.71M | Buy |
8,839
+1,034
| +13% | +$201K | ﹤0.01% | 1066 |
|
|
2024
Q1 | $1.54M | Buy |
7,805
+2,189
| +39% | +$432K | ﹤0.01% | 1084 |
|
|
2023
Q4 | $970K | Buy |
5,616
+2,546
| +83% | +$440K | ﹤0.01% | 1243 |
|
|
2023
Q3 | $475K | Buy |
3,070
+671
| +28% | +$104K | ﹤0.01% | 1594 |
|
|
2023
Q2 | $347K | Buy |
2,399
+107
| +5% | +$15.5K | ﹤0.01% | 1791 |
|
|
2023
Q1 | $326K | Buy |
+2,292
| New | +$326K | ﹤0.01% | 1746 |
|
|
2017
Q3 | – | Sell |
-1,885
| Closed | -$111K | – | 1897 |
|
|
2017
Q2 | $111K | Sell |
1,885
-156
| -8% | -$9.19K | ﹤0.01% | 1900 |
|
|
2017
Q1 | $126K | Hold |
2,041
| – | – | ﹤0.01% | 1793 |
|
|
2016
Q4 | $121K | Sell |
2,041
-114
| -5% | -$6.76K | ﹤0.01% | 1718 |
|
|
2016
Q3 | $101K | Buy |
2,155
+1
| +0% | +$47 | ﹤0.01% | 1825 |
|
|
2016
Q2 | $97K | Buy |
2,154
+1
| +0% | +$45 | ﹤0.01% | 1688 |
|
|
2016
Q1 | $93K | Sell |
2,153
-1,999
| -48% | -$86.3K | ﹤0.01% | 1669 |
|
|
2015
Q4 | $168K | Buy |
4,152
+4,001
| +2,650% | +$162K | ﹤0.01% | 1297 |
|
|
2015
Q3 | $6K | Buy |
+151
| New | +$6K | ﹤0.01% | 3455 |
|
|
2015
Q2 | – | Sell |
-107
| Closed | -$5K | – | 1106 |
|
|
2015
Q1 | $5K | Buy |
107
+100
| +1,429% | +$4.67K | ﹤0.01% | 3445 |
|
|
2014
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 3988 |
|
|
2014
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 3837 |
|
|
2014
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 3630 |
|
|
2014
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 3497 |
|
|
2013
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 3303 |
|
|
2013
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 3198 |
|
|
2013
Q2 | $0 | Buy |
+7
| New | – | ﹤0.01% | 3061 |
|