Sheets Smith Wealth Management’s Applied Industrial Technologies AIT Stock Holding History

Sheets Smith Wealth Management’s Portfolio AIT Stock Details AIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.24M	Buy	5,344 +91	+2%	+$21.2K	0.15%	136
2025 Q1	$1.18M	Buy	5,253 +186	+4%	+$41.9K	0.15%	137
2024 Q4	$1.21M	Buy	5,067 +155	+3%	+$37.1K	0.15%	134
2024 Q3	$1.1M	Sell	4,912 -64	-1%	-$14.3K	0.13%	144
2024 Q2	$965K	Buy	4,976 +1	+0%	+$194	0.12%	164
2024 Q1	$983K	Sell	4,975 -90	-2%	-$17.8K	0.11%	169
2023 Q4	$875K	Buy	5,065 +226	+5%	+$39K	0.12%	148
2023 Q3	$748K	Buy	4,839 +117	+2%	+$18.1K	0.11%	157
2023 Q2	$684K	Buy	4,722 +6	+0.1%	+$869	0.1%	176
2023 Q1	$670K	Buy	4,716 +1	+0%	+$142	0.1%	172
2022 Q4	$594K	Hold	4,715	–	–	0.09%	177
2022 Q3	$485K	Buy	4,715 +1	+0%	+$103	0.08%	184
2022 Q2	$453K	Buy	4,714 +1	+0%	+$96	0.07%	192
2022 Q1	$484K	Buy	4,713 +1	+0%	+$103	0.07%	219
2021 Q4	$484K	Buy	4,712 +17	+0.4%	+$1.75K	0.06%	239
2021 Q3	$423K	Hold	4,695	–	–	0.06%	242
2021 Q2	$428K	Hold	4,695	–	–	0.06%	247
2021 Q1	$428K	Hold	4,695	–	–	0.06%	231
2020 Q4	$366K	Buy	4,695 +110	+2%	+$8.58K	0.06%	248
2020 Q3	$253K	Hold	4,585	–	–	0.04%	255
2020 Q2	$286K	Hold	4,585	–	–	0.06%	205
2020 Q1	$210K	Buy	4,585 +245	+6%	+$11.2K	0.04%	251
2019 Q4	$289K	Sell	4,340 -185	-4%	-$12.3K	0.06%	273
2019 Q3	$257K	Sell	4,525 -28	-0.6%	-$1.59K	0.05%	266
2019 Q2	$280K	Hold	4,553	–	–	0.06%	274
2019 Q1	$271K	Sell	4,553 -28	-0.6%	-$1.67K	0.06%	281
2018 Q4	$247K	Sell	4,581 -141	-3%	-$7.6K	0.07%	248
2018 Q3	$369K	Buy	4,722 +56	+1%	+$4.38K	0.08%	264
2018 Q2	$327K	Buy	4,666 +511	+12%	+$35.8K	0.08%	255
2018 Q1	$303K	Buy	4,155 +60	+1%	+$4.38K	0.07%	258
2017 Q4	$279K	Hold	4,095	–	–	0.07%	274
2017 Q3	$269K	Hold	4,095	–	–	0.07%	271
2017 Q2	$242K	Hold	4,095	–	–	0.06%	271
2017 Q1	$253K	Hold	4,095	–	–	0.07%	258
2016 Q4	$243K	Buy	+4,095	New	+$243K	0.07%	251