Ellevest Inc’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 Q4	–	Sell	-974	Closed	-$254K	–	425
2025 Q3	$254K	Buy	+974	New	+$256K	0.04%	369
2024 Q1	–	Sell	-1,564	Closed	-$270K	–	402
2023 Q4	$270K	Buy	1,564 +81	+5%	+$13.1K	0.02%	315
2023 Q3	$229K	Sell	1,483 -11	-0.7%	-$1.65K	0.02%	309
2023 Q2	$216K	Buy	1,494 +572	+62%	+$76.3K	0.02%	324
2023 Q1	$131K	Buy	922 +316	+52%	+$42.9K	0.01%	398
2022 Q4	$76.4K	Buy	606 +236	+64%	+$28.9K	0.01%	507
2022 Q3	$38K	Buy	370 +87	+31%	+$8.93K	﹤0.01%	649
2022 Q2	$27K	Sell	283 -125	-31%	-$12.6K	﹤0.01%	700
2022 Q1	$42K	Sell	408 -7	-2%	-$697	﹤0.01%	569
2021 Q4	$43K	Sell	415 -30	-7%	-$3K	﹤0.01%	544
2021 Q3	$40K	Buy	445 +159	+56%	+$14K	﹤0.01%	513
2021 Q2	$26K	Sell	286 -34	-11%	-$3.25K	﹤0.01%	594
2021 Q1	$29K	Buy	320 +11	+4%	+$933	﹤0.01%	582
2020 Q4	$24K	Sell	309 -189	-38%	-$13.3K	﹤0.01%	590
2020 Q3	$27K	Buy	498 +111	+29%	+$6.78K	﹤0.01%	469
2020 Q2	$24K	Buy	387 +254	+191%	+$13.8K	0.01%	463
2020 Q1	$6K	Buy	133 +63	+90%	+$3.73K	﹤0.01%	619
2019 Q4	$5K	Buy	+70	New	+$4.29K	﹤0.01%	588