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Kingswood Wealth Advisors’s Idexx Laboratories IDXX Stock Holding History

Kingswood Wealth Advisors’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
2024
Q4 		– Sell
-3,355
Closed -$1.7M – 849
2024
Q3 		$1.7M Sell
3,355
-195
-5% -$94.7K 0.12% 192
2024
Q2 		$1.73M Sell
3,550
-94
-3% -$47.2K 0.16% 130
2024
Q1 		$1.97M Buy
3,644
+8
+0.2% +$4.37K 0.23% 99
2023
Q4 		$2.02M Sell
3,636
-157
-4% -$73.7K 0.23% 99
2023
Q3 		$1.66M Buy
+3,793
New +$1.89M 0.28% 94

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Kingswood Wealth Advisors's IDXX Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of Idexx Laboratories (IDXX) in Q4 2024, closing a stake of 3,355 shares — an estimated $1.7M sold.

Kingswood Wealth Advisors first reported a position in IDXX in Q3 2023 and held it in 5 quarters. The position peaked at $2.02M in Q4 2023. 1,123 funds tracked by Wall St. Rank hold IDXX as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining Idexx Laboratories position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 3,355 Idexx Laboratories shares in Q4 2024, an estimated $1.7M.
  • Kingswood Wealth Advisors first reported a position in Idexx Laboratories in Q3 2023 and held it in 5 quarters.
  • Kingswood Wealth Advisors's Idexx Laboratories position peaked at $2.02M in Q4 2023.
  • 1,123 funds tracked by Wall St. Rank held Idexx Laboratories as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.