Pinnacle Wealth Planning Services’s Idexx Laboratories IDXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Buy |
+509
| New | +$273K | 0.04% | 327 |
|
|
2024
Q4 | – | Sell |
-498
| Closed | -$251K | – | 472 |
|
|
2024
Q3 | $251K | Buy |
498
+1
| +0.2% | +$505 | 0.03% | 362 |
|
|
2024
Q2 | $242K | Sell |
497
-1
| -0.2% | -$487 | 0.03% | 356 |
|
|
2024
Q1 | $269K | Hold |
498
| – | – | 0.04% | 330 |
|
|
2023
Q4 | $276K | Sell |
498
-9
| -2% | -$4.99K | 0.04% | 292 |
|
|
2023
Q3 | $221K | Sell |
507
-1
| -0.2% | -$437 | 0.04% | 339 |
|
|
2023
Q2 | $255K | Buy |
508
+1
| +0.2% | +$502 | 0.04% | 302 |
|
|
2023
Q1 | $253K | Hold |
507
| – | – | 0.04% | 308 |
|
|
2022
Q4 | $207K | Buy |
+507
| New | +$207K | 0.04% | 368 |
|
|
2022
Q2 | – | Sell |
-433
| Closed | -$237K | – | 445 |
|
|
2022
Q1 | $237K | Buy |
433
+44
| +11% | +$24.1K | 0.04% | 328 |
|
|
2021
Q4 | $256K | Buy |
389
+36
| +10% | +$23.7K | 0.05% | 288 |
|
|
2021
Q3 | $219K | Sell |
353
-1
| -0.3% | -$620 | 0.05% | 311 |
|
|
2021
Q2 | $223K | Buy |
+354
| New | +$223K | 0.05% | 290 |
|
|
2021
Q1 | – | Sell |
-300
| Closed | -$149K | – | 1091 |
|
|
2020
Q4 | $149K | Buy |
+300
| New | +$149K | 0.04% | 343 |
|