Congress Wealth Management’s Idexx Laboratories IDXX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.61M	Buy	4,857 +527	+12%	+$252K	0.03%	515
2025 Q1	$1.82M	Buy	4,330 +3,257	+304%	+$1.41M	0.02%	512
2024 Q4	$444K	Sell	1,073 -116	-10%	-$50.9K	0.01%	663
2024 Q3	$601K	Buy	1,189 +396	+50%	+$192K	0.01%	601
2024 Q2	$387K	Sell	793 -98	-11%	-$49.2K	0.01%	568
2024 Q1	$482K	Buy	891 +40	+5%	+$21.9K	0.01%	453
2023 Q4	$473K	Sell	851 -75	-8%	-$35.2K	0.01%	472
2023 Q3	$405K	Buy	926 +279	+43%	+$139K	0.01%	486
2023 Q2	$325K	Hold	647	–	–	0.01%	475
2023 Q1	$324K	Sell	647 -25	-4%	-$12K	0.01%	477
2022 Q4	$275K	Sell	672 -42	-6%	-$16.3K	0.01%	498
2022 Q3	$233K	Sell	714 -25	-3%	-$9.18K	0.01%	503
2022 Q2	$259K	Sell	739 -2	-0.3%	-$816	0.01%	497
2022 Q1	$406K	Sell	741 -874	-54%	-$460K	0.01%	471
2021 Q4	$1.06M	Buy	+1,615	New	+$1.01M	0.02%	365