Forum Financial 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 | $221K | Buy |
+2,317
| New | +$221K | ﹤0.01% | 849 |
|
|
2023
Q3 | – | Sell |
-1,475
| Closed | -$269K | – | 654 |
|
|
2023
Q2 | $269K | Buy |
1,475
+7
| +0.5% | +$1.28K | 0.01% | 476 |
|
|
2023
Q1 | $332K | Sell |
1,468
-302
| -17% | -$68.3K | 0.01% | 370 |
|
|
2022
Q4 | $348K | Hold |
1,770
| – | – | 0.01% | 350 |
|
|
2022
Q3 | $329K | Buy |
+1,770
| New | +$329K | 0.02% | 318 |
|
|
2022
Q2 | – | Sell |
-925
| Closed | -$314K | – | 615 |
|
|
2022
Q1 | $314K | Buy |
925
+154
| +20% | +$52.3K | 0.02% | 369 |
|
|
2021
Q4 | $285K | Buy |
+771
| New | +$285K | 0.01% | 441 |
|