Spire Wealth Management’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 | $662K | Buy |
2,850
+267
| +10% | +$62.1K | 0.02% | 451 |
|
|
2025
Q1 | $582K | Buy |
2,583
+262
| +11% | +$59K | 0.02% | 528 |
|
|
2024
Q4 | $556K | Buy |
2,321
+1,663
| +253% | +$398K | 0.02% | 524 |
|
|
2024
Q3 | $147K | Buy |
658
+556
| +545% | +$124K | ﹤0.01% | 813 |
|
|
2024
Q2 | $19.8K | Buy |
+102
| New | +$19.8K | ﹤0.01% | 1449 |
|
|
2023
Q1 | – | Sell |
-27
| Closed | -$3K | – | 2474 |
|
|
2022
Q4 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 1940 |
|
|
2022
Q2 | – | Sell |
-36
| Closed | -$4K | – | 2647 |
|
|
2022
Q1 | $4K | Buy |
+36
| New | +$4K | ﹤0.01% | 2265 |
|