IFWM
Institute for Wealth Management’s Illumina ILMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Buy |
+2,228
| New | +$213K | 0.02% | 523 |
|
|
2025
Q1 | – | Sell |
-2,374
| Closed | -$317K | – | 536 |
|
|
2024
Q4 | $317K | Sell |
2,374
-294
| -11% | -$39.3K | 0.04% | 388 |
|
|
2024
Q3 | $348K | Sell |
2,668
-60
| -2% | -$7.83K | 0.04% | 377 |
|
|
2024
Q2 | $285K | Buy |
2,728
+119
| +5% | +$12.4K | 0.04% | 395 |
|
|
2024
Q1 | $358K | Sell |
2,609
-102
| -4% | -$14K | 0.05% | 350 |
|
|
2023
Q4 | $377K | Buy |
2,711
+663
| +32% | +$92.3K | 0.06% | 319 |
|
|
2023
Q3 | $281K | Sell |
2,048
-8
| -0.4% | -$1.1K | 0.05% | 358 |
|
|
2023
Q2 | $386K | Sell |
2,056
-10
| -0.5% | -$1.88K | 0.07% | 304 |
|
|
2023
Q1 | $481K | Sell |
2,066
-176
| -8% | -$40.9K | 0.09% | 265 |
|
|
2022
Q4 | $453K | Sell |
2,242
-10
| -0.4% | -$2.02K | 0.1% | 270 |
|
|
2022
Q3 | $430K | Buy |
2,252
+7
| +0.3% | +$1.34K | 0.1% | 266 |
|
|
2022
Q2 | $414K | Buy |
2,245
+26
| +1% | +$4.8K | 0.08% | 310 |
|
|
2022
Q1 | $775K | Sell |
2,219
-98
| -4% | -$34.2K | 0.13% | 198 |
|
|
2021
Q4 | $881K | Sell |
2,317
-3
| -0.1% | -$1.14K | 0.14% | 181 |
|
|
2021
Q3 | $941K | Hold |
2,320
| – | – | 0.17% | 160 |
|
|
2021
Q2 | $1.1M | Sell |
2,320
-57
| -2% | -$27K | 0.19% | 137 |
|
|
2021
Q1 | $913K | Sell |
2,377
-98
| -4% | -$37.6K | 0.17% | 157 |
|
|
2020
Q4 | $916K | Sell |
2,475
-2
| -0.1% | -$740 | 0.18% | 144 |
|
|
2020
Q3 | $766K | Buy |
2,477
+51
| +2% | +$15.8K | 0.17% | 149 |
|
|
2020
Q2 | $898K | Buy |
2,426
+42
| +2% | +$15.5K | 0.22% | 121 |
|
|
2020
Q1 | $651K | Sell |
2,384
-16
| -0.7% | -$4.37K | 0.2% | 136 |
|
|
2019
Q4 | $796K | Buy |
2,400
+395
| +20% | +$131K | 0.18% | 163 |
|
|
2019
Q3 | $610K | Buy |
2,005
+270
| +16% | +$82.1K | 0.15% | 201 |
|
|
2019
Q2 | $639K | Sell |
1,735
-2
| -0.1% | -$737 | 0.14% | 218 |
|
|
2019
Q1 | $540K | Buy |
+1,737
| New | +$540K | 0.12% | 227 |
|
|
2018
Q1 | – | Sell |
-1,655
| Closed | -$362K | – | 321 |
|
|
2017
Q4 | $362K | Buy |
+1,655
| New | +$362K | 0.08% | 270 |
|
|
2017
Q3 | – | Sell |
-1,672
| Closed | -$288K | – | 314 |
|
|
2017
Q2 | $288K | Buy |
+1,672
| New | +$288K | 0.08% | 323 |
|