OWM

OneAscent 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	$217K	Buy	932 +14	+2%	+$3.26K	0.08%	158
2025 Q1	$207K	Buy	+918	New	+$207K	0.09%	142
2024 Q4	–	Sell	-979	Closed	-$218K	–	161
2024 Q3	$218K	Buy	+979	New	+$218K	0.08%	168