EverSource Wealth Advisors’s Applied Industrial Technologies AIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Buy |
1,557
+652
| +72% | +$152K | 0.02% | 580 |
|
|
2025
Q1 | $204K | Buy |
905
+253
| +39% | +$57K | 0.01% | 651 |
|
|
2024
Q4 | $156K | Buy |
652
+146
| +29% | +$35K | 0.01% | 754 |
|
|
2024
Q3 | $113K | Buy |
506
+71
| +16% | +$15.8K | 0.01% | 761 |
|
|
2024
Q2 | $94.9K | Buy |
435
+130
| +43% | +$28.4K | 0.01% | 819 |
|
|
2024
Q1 | $55.9K | Buy |
305
+124
| +69% | +$22.7K | ﹤0.01% | 931 |
|
|
2023
Q4 | $31.3K | Sell |
181
-13
| -7% | -$2.25K | ﹤0.01% | 1076 |
|
|
2023
Q3 | $30K | Buy |
194
+3
| +2% | +$464 | ﹤0.01% | 979 |
|
|
2023
Q2 | $27.7K | Buy |
191
+14
| +8% | +$2.03K | ﹤0.01% | 1033 |
|
|
2023
Q1 | $25.2K | Sell |
177
-87
| -33% | -$12.4K | ﹤0.01% | 1002 |
|
|
2022
Q4 | $33.3K | Hold |
264
| – | – | 0.01% | 915 |
|
|
2022
Q3 | $28K | Sell |
264
-471
| -64% | -$50K | 0.01% | 789 |
|
|
2022
Q2 | $71K | Buy |
735
+544
| +285% | +$52.6K | 0.02% | 491 |
|
|
2022
Q1 | $20K | Hold |
191
| – | – | 0.01% | 693 |
|
|
2021
Q4 | $20K | Buy |
+191
| New | +$20K | 0.01% | 673 |
|