IDEX Corporation shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of IDEX Corporation (IEX) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in IDEX Corporation
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Quarterly reported holdings in IDEX Corporation by Dougherty Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $74k | 455 | 162.76 |
| 2025-06-30 | $80k | 455 | 175.57 |
| 2025-03-31 | $82k | 455 | 180.97 |
| 2024-12-31 | $95k | 455 | 209.29 |
| 2024-09-30 | $98k | 455 | 214.50 |
| 2024-06-30 | $95k | 473 | 201.20 |
| 2024-03-31 | $115k | 473 | 244.02 |
| 2023-12-31 | $103k | 473 | 217.11 |
| 2023-09-30 | $98k | 473 | 208.02 |
| 2023-06-30 | $102k | 473 | 215.26 |
| 2023-03-31 | $109k | 473 | 231.03 |
| 2022-12-31 | $108k | 473 | 228.33 |
| 2022-09-30 | $95k | 473 | 200.85 |
| 2022-06-30 | $86k | 473 | 181.82 |
| 2022-03-31 | $91k | 473 | 192.39 |
| 2021-12-31 | $112k | 473 | 236.79 |
| 2021-09-30 | $98k | 473 | 207.19 |
| 2021-06-30 | $104k | 473 | 219.87 |
| 2021-03-31 | $99k | 473 | 209.30 |
| 2020-12-31 | $94k | 473 | 198.73 |
| 2020-09-30 | $86k | 473 | 181.82 |
| 2020-06-30 | $75k | 473 | 158.56 |
| 2020-03-31 | $65k | 473 | 137.42 |
| 2019-12-31 | $81k | 473 | 171.25 |
| 2019-09-30 | $78k | 473 | 164.90 |
| 2019-06-30 | $146k | 848 | 172.17 |
| 2019-03-31 | $72k | 473 | 152.22 |
| 2018-12-31 | $65k | 473 | 137.42 |