AWM
Aries Wealth Management’s Idexx Laboratories IDXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Buy |
3,172
+76
| +2% | +$40.8K | 0.44% | 56 |
|
|
2025
Q1 | $1.3M | Buy |
3,096
+168
| +6% | +$70.6K | 0.35% | 71 |
|
|
2024
Q4 | $1.21M | Sell |
2,928
-9
| -0.3% | -$3.72K | 0.33% | 73 |
|
|
2024
Q3 | $1.48M | Sell |
2,937
-68
| -2% | -$34.4K | 0.41% | 60 |
|
|
2024
Q2 | $1.46M | Buy |
3,005
+77
| +3% | +$37.5K | 0.46% | 55 |
|
|
2024
Q1 | $1.58M | Buy |
2,928
+70
| +2% | +$37.8K | 0.51% | 52 |
|
|
2023
Q4 | $1.59M | Buy |
2,858
+220
| +8% | +$122K | 0.57% | 49 |
|
|
2023
Q3 | $1.13M | Buy |
2,638
+31
| +1% | +$13.3K | 0.44% | 62 |
|
|
2023
Q2 | $1.31M | Buy |
2,607
+151
| +6% | +$75.8K | 0.51% | 56 |
|
|
2023
Q1 | $1.23M | Buy |
2,456
+56
| +2% | +$28K | 0.5% | 60 |
|
|
2022
Q4 | $979K | Buy |
2,400
+563
| +31% | +$230K | 0.42% | 67 |
|
|
2022
Q3 | $661K | Buy |
1,837
+837
| +84% | +$301K | 0.29% | 83 |
|
|
2022
Q2 | $351K | Buy |
+1,000
| New | +$351K | 0.16% | 119 |
|
|
2022
Q1 | – | Sell |
-1,000
| Closed | -$658K | – | 138 |
|
|
2021
Q4 | $658K | Hold |
1,000
| – | – | 0.25% | 90 |
|
|
2021
Q3 | $622K | Hold |
1,000
| – | – | 0.26% | 90 |
|
|
2021
Q2 | $632K | Hold |
1,000
| – | – | 0.27% | 88 |
|
|
2021
Q1 | $514K | Hold |
1,000
| – | – | 0.23% | 93 |
|
|
2020
Q4 | $513K | Hold |
1,000
| – | – | 0.26% | 88 |
|
|
2020
Q3 | $393K | Hold |
1,000
| – | – | 0.22% | 96 |
|
|
2020
Q2 | $330K | Sell |
1,000
-500
| -33% | -$165K | 0.2% | 101 |
|
|
2020
Q1 | $360K | Hold |
1,500
| – | – | 0.27% | 81 |
|
|
2019
Q4 | $400K | Hold |
1,500
| – | – | 0.24% | 97 |
|
|
2019
Q3 | $415K | Hold |
1,500
| – | – | 0.28% | 88 |
|
|
2019
Q2 | $418K | Sell |
1,500
-8
| -0.5% | -$2.23K | 0.29% | 90 |
|
|
2019
Q1 | $337K | Buy |
1,508
+8
| +0.5% | +$1.79K | 0.25% | 93 |
|
|
2018
Q4 | $279K | Hold |
1,500
| – | – | 0.3% | 86 |
|
|
2018
Q3 | $374K | Buy |
1,500
+100
| +7% | +$24.9K | 0.34% | 75 |
|
|
2018
Q2 | $343K | Hold |
1,400
| – | – | 0.32% | 82 |
|
|
2018
Q1 | $271K | Hold |
1,400
| – | – | 0.26% | 96 |
|
|
2017
Q4 | $253K | Buy |
+1,400
| New | +$253K | 0.23% | 98 |
|