JFS Wealth Advisors’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
Q2 | $11.6K | Hold |
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|
2025
Q1 | $11.3K | Sell |
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|
2024
Q4 | $16.5K | Buy |
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|
2024
Q3 | $6.69K | Buy |
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|
2024
Q2 | $5.63K | Hold |
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|
2024
Q1 | $5.73K | Hold |
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|
2023
Q4 | $5.01K | Hold |
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|
2023
Q3 | $4.48K | Hold |
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|
2023
Q2 | $4.2K | Sell |
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|
2023
Q1 | $4.26K | Sell |
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|
2022
Q4 | $3.91K | Buy |
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|
2022
Q3 | $3K | Sell |
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|
2022
Q2 | $3K | Buy |
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|
2022
Q1 | $2K | Buy |
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|
2021
Q4 | $1K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1K | Buy |
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