Sequent Planning’s Applied Industrial Technologies AIT Stock Holding History

Sequent Planning’s Portfolio AIT Stock Details AIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$865K	Sell
2025 Q2	$787K	Sell
2025 Q1	$775K	Sell
2024 Q4	$838K	Sell
2024 Q3	$803K	Buy
2024 Q2	$611K	Sell
2024 Q1	$654K	Buy