GeoWealth 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 | $436K | Buy |
+4,569
| New | +$436K | 0.02% | 434 |
|
|
2025
Q1 | – | Sell |
-2,706
| Closed | -$362K | – | 1428 |
|
|
2024
Q4 | $362K | Buy |
2,706
+406
| +18% | +$54.3K | 0.01% | 567 |
|
|
2024
Q3 | $300K | Buy |
2,300
+157
| +7% | +$20.5K | 0.01% | 604 |
|
|
2024
Q2 | $224K | Sell |
2,143
-560
| -21% | -$58.5K | 0.01% | 654 |
|
|
2024
Q1 | $361K | Buy |
+2,703
| New | +$361K | 0.01% | 520 |
|