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Curi Wealth Management’s Idexx Laboratories IDXX Stock Holding History

Curi Wealth Management’s Portfolio IDXX Stock Details IDXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-27
Closed -$9K – 422
2022
Q2 		$9K Buy
27
+25
+1,250% +$10.2K ﹤0.01% 387
2022
Q1 		$1K Hold
2
– – ﹤0.01% 486
2021
Q4 		$1K Buy
+2
New +$1.26K ﹤0.01% 447
2021
Q1 		– Sell
-2
Closed – – 274
2020
Q4 		$0 Buy
+2
New +$895 ﹤0.01% 448

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Curi Wealth Management's IDXX Position: Q3 2022 in Review

Curi Wealth Management sold out of Idexx Laboratories (IDXX) in Q3 2022, closing a stake of 27 shares — an estimated $9K sold.

Curi Wealth Management first reported a position in IDXX in Q4 2020 and held it in 4 quarters. The position peaked at $9K in Q2 2022. 922 funds tracked by Wall St. Rank hold IDXX as of Q3 2022.

  • Curi Wealth Management reported no remaining Idexx Laboratories position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 27 Idexx Laboratories shares in Q3 2022, an estimated $9K.
  • Curi Wealth Management first reported a position in Idexx Laboratories in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Idexx Laboratories position peaked at $9K in Q2 2022.
  • 922 funds tracked by Wall St. Rank held Idexx Laboratories as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.