Spire Wealth 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	$213K	Sell	801 -306	-28%	-$83.3K	0.01%	760
2025 Q4	$284K	Sell	1,107 -1,894	-63%	-$485K	0.01%	697
2025 Q3	$783K	Buy	3,001 +151	+5%	+$39.6K	0.03%	424
2025 Q2	$662K	Buy	2,850 +267	+10%	+$60.7K	0.02%	451
2025 Q1	$582K	Buy	2,583 +262	+11%	+$64.6K	0.02%	528
2024 Q4	$556K	Buy	2,321 +1,663	+253%	+$415K	0.02%	524
2024 Q3	$147K	Buy	658 +556	+545%	+$113K	﹤0.01%	813
2024 Q2	$19.8K	Buy	+102	New	+$19.4K	﹤0.01%	1449
2023 Q1	–	Sell	-27	Closed	-$3K	–	2475
2022 Q4	$3K	Buy	+27	New	+$3.31K	﹤0.01%	1940
2022 Q2	–	Sell	-36	Closed	-$4K	–	2648
2022 Q1	$4K	Buy	+36	New	+$3.58K	﹤0.01%	2265