Summit Trail Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $229K | Sell |
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|
2024
Q3 | $380K | Sell |
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|
2024
Q2 | $360K | Sell |
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|
2024
Q1 | $369K | Sell |
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|
2023
Q4 | $326K | Buy |
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|
2023
Q3 | $287K | Sell |
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|
2023
Q2 | $340K | Hold |
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|
2023
Q1 | $334K | Buy |
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|
2022
Q4 | $263K | Hold |
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|
2022
Q3 | $214K | Hold |
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|
2022
Q2 | $200K | Hold |
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|
2022
Q1 | $214K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $0 | Buy |
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