Congress 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
$275K Buy
+2,886
New +$275K ﹤0.01% 1088
2022
Q2
Sell
-1,958
Closed -$666K 586
2022
Q1
$666K Buy
1,958
+32
+2% +$10.9K 0.01% 405
2021
Q4
$713K Buy
+1,926
New +$713K 0.01% 411