GWMR
GC Wealth Management RIA’s Illumina ILMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Buy |
+23,989
| New | +$2.29M | 0.19% | 121 |
|
|
2025
Q1 | – | Sell |
-1,783
| Closed | -$238K | – | 317 |
|
|
2024
Q4 | $238K | Buy |
1,783
+154
| +9% | +$20.6K | 0.04% | 262 |
|
|
2024
Q3 | $212K | Buy |
+1,629
| New | +$212K | 0.04% | 284 |
|
|
2024
Q2 | – | Sell |
-1,575
| Closed | -$216K | – | 274 |
|
|
2024
Q1 | $216K | Buy |
+1,575
| New | +$216K | 0.04% | 260 |
|