KWM

Kingsview Wealth Management’s Applied Industrial Technologies AIT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.72M	Buy	20,289 +10,248	+102%	+$2.38M	0.08%	259
2025 Q1	$2.26M	Buy	10,041 +41	+0.4%	+$9.24K	0.04%	364
2024 Q4	$2.39M	Hold	10,000	–	–	0.05%	349
2024 Q3	$2.23M	Hold	10,000	–	–	0.05%	347
2024 Q2	$1.94M	Hold	10,000	–	–	0.05%	355
2024 Q1	$1.98M	Hold	10,000	–	–	0.05%	346
2023 Q4	$1.73M	Hold	10,000	–	–	0.05%	313
2023 Q3	$1.55M	Hold	10,000	–	–	0.06%	338
2023 Q2	$1.45M	Hold	10,000	–	–	0.06%	308
2023 Q1	$1.42M	Hold	10,000	–	–	0.06%	310
2022 Q4	$1.26M	Hold	10,000	–	–	0.05%	300
2022 Q3	$1.03M	Hold	10,000	–	–	0.05%	325
2022 Q2	$962K	Hold	10,000	–	–	0.05%	377
2022 Q1	$1.03M	Hold	10,000	–	–	0.05%	386
2021 Q4	$1.03M	Hold	10,000	–	–	0.04%	388
2021 Q3	$901K	Hold	10,000	–	–	0.04%	403
2021 Q2	$923K	Hold	10,000	–	–	0.05%	400
2021 Q1	$932K	Sell	10,000 -20,800	-68%	-$1.94M	0.05%	346
2020 Q4	$2.4M	Sell	30,800 -50,000	-62%	-$3.9M	0.17%	135
2020 Q3	$4.45M	Sell	80,800 -12,500	-13%	-$689K	0.4%	64
2020 Q2	$5.82M	Hold	93,300	–	–	0.58%	34
2020 Q1	$4.27M	Hold	93,300	–	–	0.58%	40
2019 Q4	$6.22M	Hold	93,300	–	–	0.78%	24
2019 Q3	$5.3M	Sell	93,300 -11,748	-11%	-$667K	0.83%	21
2019 Q2	$6.46M	Sell	105,048 -50,000	-32%	-$3.08M	1.08%	12
2019 Q1	$9.22M	Buy	155,048 +5,048	+3%	+$300K	1.4%	8
2018 Q4	$8.09M	Hold	150,000	–	–	1.77%	4
2018 Q3	$11.7M	Hold	150,000	–	–	2.38%	3
2018 Q2	$10.5M	Hold	150,000	–	–	2.51%	3
2018 Q1	$10.9M	Buy	+150,000	New	+$10.9M	2.72%	1