MWPCG
Measured Wealth Private Client Group’s Applied Industrial Technologies AIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
4,654
+251
| +6% | +$58.3K | 0.32% | 42 |
|
|
2025
Q1 | $992K | Buy |
4,403
+109
| +3% | +$24.6K | 0.32% | 43 |
|
|
2024
Q4 | $1.03M | Sell |
4,294
-556
| -11% | -$133K | 0.33% | 40 |
|
|
2024
Q3 | $1.08M | Buy |
4,850
+32
| +0.7% | +$7.14K | 0.36% | 38 |
|
|
2024
Q2 | $935K | Sell |
4,818
-87
| -2% | -$16.9K | 0.33% | 41 |
|
|
2024
Q1 | $969K | Buy |
4,905
+59
| +1% | +$11.7K | 0.34% | 44 |
|
|
2023
Q4 | $837K | Buy |
4,846
+139
| +3% | +$24K | 0.31% | 45 |
|
|
2023
Q3 | $728K | Buy |
4,707
+307
| +7% | +$47.5K | 0.29% | 53 |
|
|
2023
Q2 | $637K | Buy |
4,400
+1,242
| +39% | +$180K | 0.24% | 64 |
|
|
2023
Q1 | $449K | Buy |
3,158
+736
| +30% | +$105K | 0.17% | 94 |
|
|
2022
Q4 | $305K | Buy |
2,422
+260
| +12% | +$32.8K | 0.13% | 116 |
|
|
2022
Q3 | $222K | Sell |
2,162
-138
| -6% | -$14.2K | 0.1% | 131 |
|
|
2022
Q2 | $221K | Buy |
+2,300
| New | +$221K | 0.1% | 151 |
|