Kingswood 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 | $364K | Sell |
3,810
-318
| -8% | -$30.3K | 0.03% | 508 |
|
|
2025
Q1 | $327K | Sell |
4,128
-452
| -10% | -$35.9K | 0.03% | 513 |
|
|
2024
Q4 | $612K | Sell |
4,580
-643
| -12% | -$85.9K | 0.05% | 386 |
|
|
2024
Q3 | $681K | Sell |
5,223
-1,334
| -20% | -$174K | 0.05% | 379 |
|
|
2024
Q2 | $684K | Buy |
6,557
+575
| +10% | +$60K | 0.06% | 310 |
|
|
2024
Q1 | $799K | Sell |
5,982
-637
| -10% | -$85.1K | 0.09% | 242 |
|
|
2023
Q4 | $897K | Buy |
6,619
+1,509
| +30% | +$204K | 0.1% | 214 |
|
|
2023
Q3 | $682K | Sell |
5,110
-82
| -2% | -$11K | 0.12% | 200 |
|
|
2023
Q2 | $947K | Buy |
+5,192
| New | +$947K | 0.3% | 86 |
|