Sendero Wealth Management’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
Q3 | $372K | Hold |
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|
2025
Q2 | $331K | Hold |
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|
2025
Q1 | $321K | Buy |
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|
2024
Q4 | $291K | Sell |
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|
2024
Q3 | $609K | Hold |
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|
2024
Q2 | $529K | Hold |
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|
2024
Q1 | $539K | Hold |
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|
2023
Q4 | $471K | Buy |
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|
2023
Q3 | $382K | Sell |
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|
2023
Q2 | $394K | Buy |
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|
2023
Q1 | $328K | Buy |
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|
2022
Q4 | $239K | Buy |
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