Captrust Financial Advisors Welbilt, Inc. Transaction History

Captrust Financial Advisors

$30 Billion
Q1 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 23, 2022	SELL	$23.01 - $23.87 $23 - $23	-1 Reduced 0.02%	4,354 $104,000
Q2 2022 Aug 16, 2022	SELL	$23.01 - $23.87 $529 - $549	-23 Reduced 0.53%	4,355 $104,000
Q1 2022 May 16, 2022	BUY	$23.6 - $23.88 $4,248 - $4,298	180 Added 4.29%	4,378 $104,000
Q4 2021 Feb 14, 2022	BUY	$23.53 - $23.81 $58,825 - $59,525	2,500 Added 147.23%	4,198 $100,000
Q2 2021 Aug 16, 2021	BUY	$15.48 - $24.8 $15 - $24	1 Added 0.06%	1,698 $39,000

Q1 2021 May 17, 2021	BUY	$12.57 - $16.91 $5,618 - $7,558	447 Added 35.76%	1,697 $28,000
Q2 2020 Aug 14, 2020	BUY	$3.96 - $8.36 $4,950 - $10,450	1,250 New	1,250 $7,000
Q4 2019 Feb 14, 2020	SELL	$15.61 - $19.79 $70,416 - $89,272	-4,511 Closed	0 $0
Q3 2019 Nov 14, 2019	SELL	$14.72 - $17.31 $73,909 - $86,913	-5,021 Reduced 52.68%	4,511 $76,000
Q2 2019 Aug 13, 2019	SELL	$15.27 - $17.27 $33,364 - $37,734	-2,185 Reduced 18.65%	9,532 $159,000
Q1 2019 May 15, 2019	BUY	$10.99 - $16.38 $114,625 - $170,843	10,430 Added 810.41%	11,717 $192,000
Q4 2018 Feb 13, 2019	SELL	$10.82 - $20.49 $5,615 - $10,634	-519 Reduced 28.74%	1,287 $14,000
Q3 2018 Nov 15, 2018	SELL	$20.11 - $23.59 $623 - $731	-31 Reduced 1.69%	1,806 $38,000
Q2 2018 Aug 13, 2018	BUY	$18.57 - $22.33 $8,727 - $10,495	470 Added 34.38%	1,837 $41,000
Q1 2018 May 15, 2018	SELL	$19.2 - $23.6 $7,680 - $9,440	-400 Reduced 22.64%	1,367 $26,000
Q4 2017 Feb 14, 2018	BUY	$20.9 - $23.51 $36,930 - $41,542	1,767	1,767 $42,000

About Welbilt, Inc.

Ticker WBT
Exchange NYSE
Sector Industrials
Industry Specialty Industrial Machinery
Shares Outstandng 143,180,000
Market Cap $3.44B

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