Congress Wealth Management LLC Idex Corp Transaction History

Congress Wealth Management LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	SELL	$187.0 - $217.11 $10.6 Million - $12.3 Million	-56,519 Reduced 98.36%	945 $205,000
Q3 2023 Oct 30, 2023	BUY	$203.81 - $228.73 $243,145 - $272,874	1,193 Added 2.12%	57,464 $12 Million
Q2 2023 Jul 13, 2023	BUY	$199.16 - $229.23 $65,324 - $75,187	328 Added 0.59%	56,271 $12.1 Million
Q1 2023 Apr 14, 2023	BUY	$215.74 - $239.68 $43,363 - $48,175	201 Added 0.36%	55,943 $12.9 Million
Q4 2022 Feb 02, 2023	SELL	$197.11 - $242.01 $163,601 - $200,868	-830 Reduced 1.47%	55,742 $12.7 Million
Q3 2022 Nov 08, 2022	BUY	$181.36 - $217.63 $369,974 - $443,965	2,040 Added 3.74%	56,572 $11.3 Million
Q2 2022 Aug 11, 2022	BUY	$173.06 - $198.72 $20,421 - $23,448	118 Added 0.22%	54,532 $9.9 Million
Q1 2022 May 16, 2022	BUY	$183.29 - $235.52 $506,246 - $650,506	2,762 Added 5.35%	54,414 $10.4 Million
Q4 2021 Feb 04, 2022	BUY	$205.78 - $239.5 $10.6 Million - $12.4 Million	51,652 New	51,652 $12.2 Million

653

75.7M

30.2K

33.1K

Ticker IEX
Exchange NYSE
Sector Industrials
Industry Specialty Industrial Machinery
Shares Outstandng 75,421,104
Market Cap $16.1B
Description
IDEX Corporation, together with its subsidiaries, provides applied solutions worldwide. The company operates through three segments: Fluid & Metering Technologies (FMT), Health & Science Technologies (HST), and Fire & Safety/Diversified Products (FSDP). The FMT segment designs, produces, and distributes positive displacement pumps, s...

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