United Capital Financial 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
Q3 | $205K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $210K | Sell |
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|
2024
Q4 | $226K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $221K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $205K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $212K | Sell |
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|
2014
Q4 | $258K | Sell |
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|
2014
Q3 | $987K | Sell |
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|
2014
Q2 | $1.82M | Buy |
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|
2014
Q1 | $1.68M | Buy |
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|
2013
Q4 | $1.3M | Buy |
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|
2013
Q3 | $1.35M | Sell |
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|
2013
Q2 | $1.51M | Buy |
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