Shelton Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $337K | Hold |
1,270
| – | – | 0.01% | 475 |
|
|
2025
Q4 | $326K | Sell |
1,270
-104
| -8% | -$26.6K | 0.01% | 469 |
|
|
2025
Q3 | $359K | Hold |
1,374
| – | – | 0.01% | 445 |
|
|
2025
Q2 | $319K | Sell |
1,374
-37
| -3% | -$8.42K | 0.01% | 465 |
|
|
2025
Q1 | $318K | Sell |
1,411
-36
| -2% | -$8.87K | 0.01% | 452 |
|
|
2024
Q4 | $347K | Sell |
1,447
-68
| -4% | -$17K | 0.01% | 447 |
|
|
2024
Q3 | $338K | Sell |
1,515
-60
| -4% | -$12.2K | 0.01% | 455 |
|
|
2024
Q2 | $306K | Sell |
1,575
-78
| -5% | -$14.9K | 0.01% | 482 |
|
|
2024
Q1 | $327K | Sell |
1,653
-152
| -8% | -$27.8K | 0.01% | 493 |
|
|
2023
Q4 | $312K | Sell |
1,805
-82
| -4% | -$13.3K | 0.01% | 482 |
|
|
2023
Q3 | $292K | Sell |
1,887
-216
| -10% | -$32.4K | 0.01% | 484 |
|
|
2023
Q2 | $305K | Sell |
2,103
-168
| -7% | -$22.4K | 0.01% | 486 |
|
|
2023
Q1 | $323K | Hold |
2,271
| – | – | 0.01% | 445 |
|
|
2022
Q4 | $286K | Sell |
2,271
-151
| -6% | -$18.5K | 0.03% | 460 |
|
|
2022
Q3 | $249K | Hold |
2,422
| – | – | 0.01% | 527 |
|
|
2022
Q2 | $233K | Hold |
2,422
| – | – | 0.01% | 600 |
|
|
2022
Q1 | $249K | Sell |
2,422
-84
| -3% | -$8.37K | 0.01% | 662 |
|
|
2021
Q4 | $257K | Hold |
2,506
| – | – | 0.01% | 646 |
|
|
2021
Q3 | $226K | Hold |
2,506
| – | – | 0.01% | 704 |
|
|
2021
Q2 | $228K | Sell |
2,506
-73
| -3% | -$6.97K | 0.01% | 719 |
|
|
2021
Q1 | $235K | Buy |
+2,579
| New | +$219K | 0.01% | 672 |
|
|
2020
Q1 | – | Sell |
-3,451
| Closed | -$230K | – | 662 |
|
|
2019
Q4 | $230K | Sell |
3,451
-165
| -5% | -$10.1K | 0.01% | 677 |
|
|
2019
Q3 | $205K | Sell |
3,616
-266
| -7% | -$15K | 0.01% | 742 |
|
|
2019
Q2 | $239K | Buy |
3,882
+3,651
| +1,581% | +$213K | 0.01% | 674 |
|
|
2019
Q1 | $3.88K | Sell |
231
-3,651
| -94% | -$212K | 0.02% | 642 |
|
|
2018
Q4 | $209K | Hold |
3,882
| – | – | 0.01% | 678 |
|
|
2018
Q3 | $304K | Buy |
3,882
+123
| +3% | +$9.31K | 0.02% | 586 |
|
|
2018
Q2 | $264K | Hold |
3,759
| – | – | 0.02% | 646 |
|
|
2018
Q1 | $274K | Hold |
3,759
| – | – | 0.02% | 599 |
|
|
2017
Q4 | $256K | Hold |
3,759
| – | – | 0.02% | 670 |
|
|
2017
Q3 | $247K | Sell |
3,759
-114
| -3% | -$6.62K | 0.02% | 670 |
|
|
2017
Q2 | $229K | Buy |
3,873
+216
| +6% | +$13.2K | 0.02% | 748 |
|
|
2017
Q1 | $226K | Buy |
+3,657
| New | +$226K | 0.02% | 741 |
|
Other funds holding AIT
VPM
VCM
