Orion Portfolio Solutions’s Applied Industrial Technologies AIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.4M | Buy |
6,205
+2,218
| +56% | +$500K | 0.01% | 900 |
|
|
2024
Q4 | $955K | Sell |
3,987
-48
| -1% | -$11.5K | 0.01% | 1079 |
|
|
2024
Q3 | $900K | Buy |
4,035
+1,984
| +97% | +$443K | 0.01% | 1100 |
|
|
2024
Q2 | $398K | Sell |
2,051
-189
| -8% | -$36.7K | ﹤0.01% | 1353 |
|
|
2024
Q1 | $443K | Buy |
2,240
+527
| +31% | +$104K | ﹤0.01% | 1317 |
|
|
2023
Q4 | $286K | Buy |
1,713
+69
| +4% | +$11.5K | ﹤0.01% | 1425 |
|
|
2023
Q3 | $254K | Buy |
1,644
+18
| +1% | +$2.78K | ﹤0.01% | 1461 |
|
|
2023
Q2 | $235K | Buy |
1,626
+16
| +1% | +$2.32K | ﹤0.01% | 1505 |
|
|
2023
Q1 | $229K | Buy |
+1,610
| New | +$229K | ﹤0.01% | 1455 |
|
|
2020
Q3 | – | Sell |
-5
| Closed | – | – | 474 |
|
|
2020
Q2 | $0 | Sell |
5
-28
| -85% | – | ﹤0.01% | 2164 |
|
|
2020
Q1 | $2K | Sell |
33
-88
| -73% | -$5.33K | ﹤0.01% | 1535 |
|
|
2019
Q4 | $8K | Buy |
+121
| New | +$8K | ﹤0.01% | 1068 |
|