D.B. Root & Company’s Illumina ILMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,528
| Closed | -$204K | – | 193 |
|
|
2024
Q4 | $204K | Buy |
+1,528
| New | +$204K | 0.06% | 180 |
|
|
2024
Q1 | – | Sell |
-2,300
| Closed | -$311K | – | 184 |
|
|
2023
Q4 | $311K | Buy |
2,300
+751
| +48% | +$102K | 0.11% | 141 |
|
|
2023
Q3 | $207K | Sell |
1,549
-4
| -0.3% | -$534 | 0.08% | 162 |
|
|
2023
Q2 | $283K | Buy |
+1,553
| New | +$283K | 0.11% | 151 |
|