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MWM
MinichMacGregor Wealth Management’s
Idexx Laboratories
IDXX
Stock Holding History
MinichMacGregor 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
2023
Q1
–
Sell
-33
Closed
-$13.5K
–
334
2022
Q4
$13.5K
Buy
+33
New
+$12.8K
﹤0.01%
379
2022
Q2
–
Sell
-3,715
Closed
-$2.03M
–
85
2022
Q1
$2.03M
Buy
3,715
+545
+17%
+$287K
0.65%
38
2021
Q4
$2.09M
Buy
3,170
+853
+37%
+$535K
0.64%
37
2021
Q3
$1.44M
Buy
2,317
+118
+5%
+$79.3K
0.48%
43
2021
Q2
$1.39M
Sell
2,199
-138
-6%
-$76.2K
0.49%
38
2021
Q1
$1.14M
Buy
2,337
+198
+9%
+$99.2K
0.43%
43
2020
Q4
$1.07M
Buy
2,139
+166
+8%
+$74.3K
0.44%
42
2020
Q3
$775K
Buy
1,973
+102
+5%
+$37.7K
0.37%
40
2020
Q2
$617K
Buy
+1,871
New
+$542K
0.34%
38
2017
Q3
–
Hold
0
–
–
–
499
2017
Q2
–
Hold
0
–
–
–
495
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$12.8B AUM
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1-Year Est. Return
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1-Year Est. Return
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$1.61T AUM
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1-Year Est. Return
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1-Year Est. Return
William Blair & Company
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$34.9B AUM
18.88%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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