SSWM
Sheets Smith Wealth Management’s Idexx Laboratories IDXX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $244K | Sell |
455
-125
| -22% | -$67K | 0.03% | 369 |
|
2025
Q1 | $244K | Buy |
+580
| New | +$244K | 0.03% | 324 |
|
2024
Q4 | – | Sell |
-450
| Closed | -$227K | – | 383 |
|
2024
Q3 | $227K | Hold |
450
| – | – | 0.03% | 349 |
|
2024
Q2 | $219K | Hold |
450
| – | – | 0.03% | 353 |
|
2024
Q1 | $243K | Buy |
+450
| New | +$243K | 0.03% | 348 |
|
2020
Q1 | – | Sell |
-2,513
| Closed | -$651K | – | 300 |
|
2019
Q4 | $651K | Sell |
2,513
-41
| -2% | -$10.6K | 0.12% | 168 |
|
2019
Q3 | $695K | Buy |
2,554
+305
| +14% | +$83K | 0.14% | 157 |
|
2019
Q2 | $619K | Buy |
+2,249
| New | +$619K | 0.13% | 172 |
|