Sendero Wealth Management’s Applied Industrial Technologies AIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Hold |
1,424
| – | – | 0.04% | 165 |
|
|
2025
Q1 | $321K | Buy |
1,424
+209
| +17% | +$47.1K | 0.04% | 156 |
|
|
2024
Q4 | $291K | Sell |
1,215
-1,513
| -55% | -$362K | 0.04% | 151 |
|
|
2024
Q3 | $609K | Hold |
2,728
| – | – | 0.1% | 112 |
|
|
2024
Q2 | $529K | Hold |
2,728
| – | – | 0.09% | 117 |
|
|
2024
Q1 | $539K | Hold |
2,728
| – | – | 0.09% | 119 |
|
|
2023
Q4 | $471K | Buy |
2,728
+255
| +10% | +$44K | 0.09% | 122 |
|
|
2023
Q3 | $382K | Sell |
2,473
-247
| -9% | -$38.2K | 0.08% | 124 |
|
|
2023
Q2 | $394K | Buy |
2,720
+415
| +18% | +$60.1K | 0.09% | 124 |
|
|
2023
Q1 | $328K | Buy |
2,305
+405
| +21% | +$57.6K | 0.1% | 87 |
|
|
2022
Q4 | $239K | Buy |
+1,900
| New | +$239K | 0.09% | 95 |
|