Geneos Wealth Management’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 | $930 | Buy |
+4
| New | +$930 | ﹤0.01% | 3005 |
|
|
2022
Q3 | – | Sell |
-1,008
| Closed | -$96K | – | 2011 |
|
|
2022
Q2 | $96K | Sell |
1,008
-1
| -0.1% | -$95 | ﹤0.01% | 1022 |
|
|
2022
Q1 | $103K | Buy |
1,009
+1
| +0.1% | +$102 | ﹤0.01% | 1080 |
|
|
2021
Q4 | $103K | Hold |
1,008
| – | – | ﹤0.01% | 1156 |
|
|
2021
Q3 | $92K | Buy |
1,008
+1
| +0.1% | +$91 | ﹤0.01% | 1208 |
|
|
2021
Q2 | $91K | Sell |
1,007
-31
| -3% | -$2.8K | ﹤0.01% | 1197 |
|
|
2021
Q1 | $99K | Buy |
1,038
+31
| +3% | +$2.96K | ﹤0.01% | 1314 |
|
|
2020
Q4 | $93K | Hold |
1,007
| – | – | ﹤0.01% | 1177 |
|
|
2020
Q3 | $54K | Hold |
1,007
| – | – | ﹤0.01% | 1213 |
|
|
2020
Q2 | $59K | Hold |
1,007
| – | – | ﹤0.01% | 1145 |
|
|
2020
Q1 | $44K | Buy |
+1,007
| New | +$44K | ﹤0.01% | 1164 |
|