DWA

Dougherty Wealth Advisers’s Idexx Laboratories IDXX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$98.2K	Hold	183	–	–	0.07%	61
2025 Q1	$76.9K	Hold	183	–	–	0.06%	66
2024 Q4	$75.7K	Hold	183	–	–	0.06%	66
2024 Q3	$92.5K	Sell	183 -7	-4%	-$3.54K	0.07%	60
2024 Q2	$92.6K	Hold	190	–	–	0.08%	58
2024 Q1	$103K	Hold	190	–	–	0.09%	58
2023 Q4	$105K	Hold	190	–	–	0.1%	57
2023 Q3	$83.1K	Hold	190	–	–	0.1%	60
2023 Q2	$95.4K	Hold	190	–	–	0.13%	55
2023 Q1	$95K	Hold	190	–	–	0.14%	58
2022 Q4	$77.5K	Hold	190	–	–	0.13%	71
2022 Q3	$62K	Hold	190	–	–	0.12%	70
2022 Q2	$67K	Hold	190	–	–	0.13%	70
2022 Q1	$104K	Hold	190	–	–	0.16%	67
2021 Q4	$125K	Hold	190	–	–	0.17%	63
2021 Q3	$118K	Hold	190	–	–	0.18%	65
2021 Q2	$120K	Hold	190	–	–	0.18%	66
2021 Q1	$93K	Hold	190	–	–	0.14%	72
2020 Q4	$95K	Hold	190	–	–	0.15%	67
2020 Q3	$75K	Hold	190	–	–	0.26%	72
2020 Q2	$63K	Hold	190	–	–	0.23%	85
2020 Q1	$46K	Hold	190	–	–	0.18%	97
2019 Q4	$50K	Hold	190	–	–	0.15%	106
2019 Q3	$52K	Hold	190	–	–	0.17%	102
2019 Q2	$52K	Hold	190	–	–	0.15%	112
2019 Q1	$42K	Hold	190	–	–	0.14%	117
2018 Q4	$39K	Buy	+190	New	+$39K	0.13%	123