Center for Financial Planning’s Illumina ILMN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $56.1K | Buy |
588
+175
| +42% | +$16.7K | 0.01% | 284 |
|
2025
Q1 | $32.8K | Buy |
+413
| New | +$32.8K | ﹤0.01% | 334 |
|
2024
Q3 | – | Sell |
-3
| Closed | -$314 | – | 595 |
|
2024
Q2 | $314 | Hold |
3
| – | – | ﹤0.01% | 561 |
|
2024
Q1 | $412 | Buy |
+3
| New | +$412 | ﹤0.01% | 585 |
|
2021
Q2 | – | Sell |
-29
| Closed | -$11K | – | 517 |
|
2021
Q1 | $11K | Hold |
29
| – | – | ﹤0.01% | 373 |
|
2020
Q4 | $10K | Hold |
29
| – | – | ﹤0.01% | 340 |
|
2020
Q3 | $9K | Hold |
29
| – | – | ﹤0.01% | 315 |
|
2020
Q2 | $10K | Hold |
29
| – | – | ﹤0.01% | 308 |
|
2020
Q1 | $8K | Hold |
29
| – | – | ﹤0.01% | 363 |
|
2019
Q4 | $9K | Buy |
+29
| New | +$9K | ﹤0.01% | 319 |
|