Icon Wealth Advisors’s Illumina ILMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $129K | Buy |
+1,356
| New | +$129K | 0.01% | 454 |
|
|
2025
Q1 | – | Sell |
-1,069
| Closed | -$143K | – | 507 |
|
|
2024
Q4 | $143K | Buy |
1,069
+15
| +1% | +$2K | 0.01% | 436 |
|
|
2024
Q3 | $137K | Buy |
1,054
+7
| +0.7% | +$913 | 0.01% | 424 |
|
|
2024
Q2 | $128K | Buy |
1,047
+78
| +8% | +$9.56K | 0.01% | 393 |
|
|
2024
Q1 | $129K | Buy |
969
+117
| +14% | +$15.6K | 0.01% | 423 |
|
|
2023
Q4 | $115K | Buy |
+852
| New | +$115K | 0.01% | 408 |
|
|
2022
Q4 | $1.7M | Buy |
8,659
+4,385
| +103% | +$862K | 0.2% | 103 |
|
|
2022
Q3 | $793K | Buy |
+4,274
| New | +$793K | 0.1% | 153 |
|