Jfs Wealth Advisors, LLC Applied Industrial Technologies Inc Transaction History

Jfs Wealth Advisors, LLC

  • $1.74 Billion
  • Q4 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Applied Industrial Technologies Inc stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 39 shares of AIT stock, worth $9,709. This represents 0.0% of its overall portfolio holdings.

Number of Shares
39
Previous 50 22.0%
Holding current value
$9,709
Previous $13,000 30.77%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026
SELL
$244.84 - $260.29 $2,693 - $2,863
-11 Reduced 22.0%
39 $9,000
Q1 2025

Apr 22, 2025
SELL
$218.93 - $269.18 $4,159 - $5,114
-19 Reduced 27.54%
50 $11,000
Q4 2024

Jan 30, 2025
BUY
$220.05 - $280.49 $8,581 - $10,939
39 Added 130.0%
69 $16,000
Q3 2024

Oct 25, 2024
BUY
$183.8 - $224.77 $183 - $224
1 Added 3.45%
30 $6,000
Q2 2023

Aug 07, 2023
SELL
$122.96 - $144.83 $122 - $144
-1 Reduced 3.33%
29 $4,000
Q1 2023

Apr 19, 2023
SELL
$117.28 - $146.69 $117 - $146
-1 Reduced 3.23%
30 $4,000
Q4 2022

Feb 13, 2023
BUY
$105.76 - $132.49 $211 - $264
2 Added 6.9%
31 $3,000
Q3 2022

Oct 21, 2022
SELL
$89.72 - $118.89 $538 - $713
-6 Reduced 17.14%
29 $3,000
Q2 2022

Aug 02, 2022
BUY
$90.37 - $111.14 $1,174 - $1,444
13 Added 59.09%
35 $3,000
Q1 2022

May 02, 2022
BUY
$94.81 - $104.0 $1,232 - $1,352
13 Added 144.44%
22 $2,000
Q4 2021

Feb 03, 2022
BUY
$91.79 - $106.41 $826 - $957
9 New
9 $1,000
Q2 2018

Jul 26, 2018
SELL
$63.95 - $75.8 $447 - $530
-7 Closed
0 $0
Q1 2018

Apr 26, 2018
BUY
$67.95 - $75.1 $475 - $525
7 New
7 $1,000

Others Institutions Holding AIT

# of Institutions
597
Shares Held
36M
Call Options Held
90.4K
Put Options Held
20.5K
View Full List

About APPLIED INDUSTRIAL TECHNOLOGIES INC

AIT Quotes by TradingView
  • Ticker AIT
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 38,571,400
  • Market Cap $9.6B
  • Description
  • Applied Industrial Technologies, Inc. distributes industrial motion, power, control, and automation technology solutions in North America, Australia, New Zealand, and Singapore. It operates through two segments, Service Center Based Distribution, and Fluid Power & Flow Control. The company distributes bearings, power transmission products, e...
More about AIT
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email