Baker Tilly Wealth Management’s Illumina ILMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Sell |
3,031
-176
| -5% | -$16.8K | 0.1% | 188 |
|
|
2025
Q1 | $254K | Buy |
3,207
+570
| +22% | +$45.2K | 0.1% | 203 |
|
|
2024
Q4 | $352K | Sell |
2,637
-73
| -3% | -$9.76K | 0.14% | 168 |
|
|
2024
Q3 | $353K | Buy |
2,710
+448
| +20% | +$58.4K | 0.16% | 158 |
|
|
2024
Q2 | $236K | Sell |
2,262
-1,195
| -35% | -$125K | 0.1% | 235 |
|
|
2024
Q1 | $462K | Buy |
3,457
+278
| +9% | +$37.1K | 0.08% | 274 |
|
|
2023
Q4 | $431K | Sell |
3,179
-7,320
| -70% | -$991K | 0.07% | 314 |
|
|
2023
Q3 | $1.4M | Sell |
10,499
-8,382
| -44% | -$1.12M | 0.23% | 93 |
|
|
2023
Q2 | $3.44M | Buy |
18,881
+1,591
| +9% | +$290K | 0.36% | 64 |
|
|
2023
Q1 | $3.91M | Buy |
17,290
+156
| +0.9% | +$35.3K | 0.44% | 48 |
|
|
2022
Q4 | $3.37M | Buy |
17,134
+5,926
| +53% | +$1.17M | 0.42% | 60 |
|
|
2022
Q3 | $2.08M | Sell |
11,208
-739
| -6% | -$137K | 0.28% | 75 |
|
|
2022
Q2 | $2.14M | Buy |
11,947
+1,573
| +15% | +$282K | 0.28% | 77 |
|
|
2022
Q1 | $3.53M | Buy |
10,374
+2,178
| +27% | +$740K | 0.39% | 58 |
|
|
2021
Q4 | $3.03M | Buy |
8,196
+1,020
| +14% | +$377K | 0.33% | 62 |
|
|
2021
Q3 | $2.83M | Buy |
7,176
+1,306
| +22% | +$515K | 0.37% | 54 |
|
|
2021
Q2 | $2.7M | Buy |
5,870
+628
| +12% | +$289K | 0.44% | 48 |
|
|
2021
Q1 | $1.96M | Buy |
5,242
+2,686
| +105% | +$1M | 0.4% | 60 |
|
|
2020
Q4 | $920K | Buy |
+2,556
| New | +$920K | 0.28% | 86 |
|