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ProVise Management Group’s Idexx Laboratories IDXX Stock Holding History

ProVise Management Group’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
Q1 		– Sell
-380
Closed -$211K – 317
2023
Q4 		$211K Buy
+380
New +$178K 0.02% 320
2022
Q2 		– Sell
-380
Closed -$208K – 340
2022
Q1 		$208K Hold
380
– – 0.02% 353
2021
Q4 		$250K Hold
380
– – 0.02% 335
2021
Q3 		$236K Hold
380
– – 0.02% 330
2021
Q2 		$240K Buy
+380
New +$210K 0.02% 342

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Fundsmith LLP
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ProVise Management Group's IDXX Position: Q1 2024 in Review

ProVise Management Group sold out of Idexx Laboratories (IDXX) in Q1 2024, closing a stake of 380 shares — an estimated $211K sold.

ProVise Management Group first reported a position in IDXX in Q2 2021 and held it in 5 quarters. The position peaked at $250K in Q4 2021. 1,149 funds tracked by Wall St. Rank hold IDXX as of Q1 2024.

  • ProVise Management Group reported no remaining Idexx Laboratories position as of Q1 2024 after selling out during the quarter.
  • ProVise Management Group sold 380 Idexx Laboratories shares in Q1 2024, an estimated $211K.
  • ProVise Management Group first reported a position in Idexx Laboratories in Q2 2021 and held it in 5 quarters.
  • ProVise Management Group's Idexx Laboratories position peaked at $250K in Q4 2021.
  • 1,149 funds tracked by Wall St. Rank held Idexx Laboratories as of Q1 2024.

Based on ProVise Management Group's 13F filing for Q1 2024, filed 9 May 2024.