ZF
Zhang Financial’s Applied Industrial Technologies AIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.21M | Hold |
13,793
| – | – | 0.15% | 82 |
|
|
2025
Q1 | $3.11M | Hold |
13,793
| – | – | 0.16% | 76 |
|
|
2024
Q4 | $3.3M | Sell |
13,793
-3,000
| -18% | -$718K | 0.19% | 65 |
|
|
2024
Q3 | $3.75M | Sell |
16,793
-7,500
| -31% | -$1.67M | 0.24% | 58 |
|
|
2024
Q2 | $4.71M | Hold |
24,293
| – | – | 0.33% | 43 |
|
|
2024
Q1 | $4.8M | Hold |
24,293
| – | – | 0.36% | 41 |
|
|
2023
Q4 | $4.2M | Sell |
24,293
-2,000
| -8% | -$345K | 0.36% | 38 |
|
|
2023
Q3 | $4.07M | Hold |
26,293
| – | – | 0.41% | 37 |
|
|
2023
Q2 | $3.81M | Hold |
26,293
| – | – | 0.39% | 40 |
|
|
2023
Q1 | $3.74M | Sell |
26,293
-2,000
| -7% | -$284K | 0.43% | 38 |
|
|
2022
Q4 | $3.57M | Sell |
28,293
-2,000
| -7% | -$252K | 0.45% | 36 |
|
|
2022
Q3 | $3.11M | Sell |
30,293
-4,904
| -14% | -$504K | 0.47% | 41 |
|
|
2022
Q2 | $3.39M | Buy |
+35,197
| New | +$3.39M | 0.54% | 35 |
|