Sequent Planning’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 | $787K | Sell |
3,387
-52
| -2% | -$12.1K | 0.25% | 69 |
|
|
2025
Q1 | $775K | Sell |
3,439
-60
| -2% | -$13.5K | 0.28% | 61 |
|
|
2024
Q4 | $838K | Sell |
3,499
-100
| -3% | -$23.9K | 0.31% | 57 |
|
|
2024
Q3 | $803K | Buy |
3,599
+389
| +12% | +$86.8K | 0.28% | 65 |
|
|
2024
Q2 | $611K | Sell |
3,210
-102
| -3% | -$19.4K | 0.21% | 83 |
|
|
2024
Q1 | $654K | Buy |
+3,312
| New | +$654K | 0.24% | 77 |
|