York Bridge Wealth Partners, LLC Idex Corp Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Idex Corp stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 1,466 shares of IEX stock, worth $328,501. This represents 0.08% of its overall portfolio holdings.

Number of Shares

1,466

Previous 1,679 12.69%

Holding current value

$328,501

Previous $336,000 0.6%

% of portfolio

0.08%

Previous 0.09%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 26, 2023	SELL	$197.11 - $242.01 $41,984 - $51,548	-213 Reduced 12.69%	1,466 $0
Q3 2022 Oct 18, 2022	SELL	$181.36 - $217.63 $2,176 - $2,611	-12 Reduced 0.71%	1,679 $336,000
Q2 2022 Jul 15, 2022	BUY	$173.06 - $198.72 $16,267 - $18,679	94 Added 5.89%	1,691 $307,000
Q1 2022 Apr 15, 2022	SELL	$183.29 - $235.52 $17,229 - $22,138	-94 Reduced 5.56%	1,597 $306,000
Q4 2021 Jan 19, 2022	BUY	$205.78 - $239.5 $15,433 - $17,962	75 Added 4.64%	1,691 $400,000
Q3 2021 Oct 22, 2021	BUY	$206.95 - $228.77 $35,595 - $39,348	172 Added 11.91%	1,616 $334,000
Q2 2021 Jul 22, 2021	BUY	$211.78 - $228.15 $4,235 - $4,563	20 Added 1.4%	1,444 $318,000
Q1 2021 Apr 15, 2021	BUY	$186.19 - $210.46 $265,134 - $299,695	1,424 New	1,424 $298,000
Q3 2019 Oct 21, 2019	SELL	$155.93 - $173.37 $141,116 - $156,899	-905 Closed	0 $0
Q2 2019 Jul 18, 2019	SELL	$150.57 - $172.14 $1,505 - $1,721	-10 Reduced 1.09%	905 $156,000
Q1 2019 May 09, 2019	BUY	$121.42 - $151.74 $111,099 - $138,842	915 New	915 $139,000

Others Institutions Holding IEX

# of Institutions

654

Shares Held

75.8M

Call Options Held

30.2K

Put Options Held

33.1K

View Full List

About IDEX CORP

Ticker IEX
Exchange NYSE
Sector Industrials
Industry Specialty Industrial Machinery
Shares Outstandng 75,421,104
Market Cap $16.9B
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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York Bridge Wealth Partners, LLC Idex Corp Transaction History