WR Wealth Planners’s Idexx Laboratories IDXX Stock Holding History

WR Wealth Planners’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	$10.7K	Sell	26 -28	-52%	-$12.3K	﹤0.01%	579
2024 Q3	$27.3K	Sell	54 -18	-25%	-$8.74K	0.01%	435
2024 Q2	$35.1K	Sell	72 -16	-18%	-$8.03K	0.01%	372
2024 Q1	$47.5K	Sell	88 -324	-79%	-$177K	0.01%	343
2023 Q4	$229K	Sell	412 -11	-3%	-$5.16K	0.09%	165
2023 Q3	$185K	Buy	423 +37	+10%	+$18.5K	0.07%	180
2023 Q2	$194K	Buy	386 +19	+5%	+$9.11K	0.08%	174
2023 Q1	$184K	Buy	367 +93	+34%	+$44.5K	0.08%	165
2022 Q4	$112K	Sell	274 -18	-6%	-$6.99K	0.07%	132
2022 Q3	$95.1K	Buy	292 +19	+7%	+$6.98K	0.07%	127
2022 Q2	$95.7K	Buy	273 +11	+4%	+$4.49K	0.06%	134
2022 Q1	$143K	Buy	+262	New	+$138K	0.09%	114

Other funds holding IDXX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WR Wealth Planners's IDXX Position: Q4 2024 in Review

WR Wealth Planners reduced its Idexx Laboratories (IDXX) stake by 52% in Q4 2024, selling an estimated $12.3K and leaving 26 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

WR Wealth Planners first reported a position in IDXX in Q1 2022 and has held it in 12 quarters since. The position peaked at $229K in Q4 2023. 1,124 funds tracked by Wall St. Rank hold IDXX as of Q4 2024.

WR Wealth Planners held 26 shares of Idexx Laboratories worth $10.7K as of Q4 2024.
WR Wealth Planners sold 28 Idexx Laboratories shares in Q4 2024, an estimated $12.3K.
Idexx Laboratories made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #579 holding.
WR Wealth Planners first reported a position in Idexx Laboratories in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's Idexx Laboratories position peaked at $229K in Q4 2023.
1,124 funds tracked by Wall St. Rank held Idexx Laboratories as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.