Williamson Legacy Group’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 | – | Sell |
-4,403
| Closed | -$992K | – | 107 |
|
|
2025
Q1 | $992K | Buy |
4,403
+432
| +11% | +$97.3K | 0.94% | 52 |
|
|
2024
Q4 | $951K | Buy |
3,971
+193
| +5% | +$46.2K | 0.63% | 48 |
|
|
2024
Q3 | $843K | Buy |
3,778
+326
| +9% | +$72.7K | 0.56% | 60 |
|
|
2024
Q2 | $670K | Buy |
3,452
+193
| +6% | +$37.4K | 0.5% | 63 |
|
|
2024
Q1 | $644K | Buy |
+3,259
| New | +$644K | 0.5% | 63 |
|