Legacy Financial 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 | $248K | Buy |
+2,595
| New | +$248K | 0.04% | 305 |
|
|
2025
Q1 | – | Sell |
-2,335
| Closed | -$312K | – | 370 |
|
|
2024
Q4 | $312K | Buy |
2,335
+19
| +0.8% | +$2.54K | 0.05% | 270 |
|
|
2024
Q3 | $302K | Buy |
+2,316
| New | +$302K | 0.05% | 277 |
|
|
2024
Q2 | – | Sell |
-2,055
| Closed | -$275K | – | 346 |
|
|
2024
Q1 | $275K | Buy |
2,055
+169
| +9% | +$22.6K | 0.05% | 262 |
|
|
2023
Q4 | $256K | Buy |
+1,886
| New | +$256K | 0.05% | 253 |
|
|
2023
Q3 | – | Sell |
-1,114
| Closed | -$203K | – | 279 |
|
|
2023
Q2 | $203K | Buy |
1,114
+24
| +2% | +$4.38K | 0.04% | 249 |
|
|
2023
Q1 | $247K | Buy |
+1,090
| New | +$247K | 0.05% | 213 |
|
|
2019
Q2 | – | Sell |
-91
| Closed | -$28K | – | 486 |
|
|
2019
Q1 | $28K | Buy |
91
+53
| +139% | +$16.3K | 0.01% | 387 |
|
|
2018
Q4 | $11K | Sell |
38
-6
| -14% | -$1.74K | ﹤0.01% | 540 |
|
|
2018
Q3 | $15K | Hold |
44
| – | – | 0.01% | 423 |
|
|
2018
Q2 | $13K | Buy |
44
+6
| +16% | +$1.77K | ﹤0.01% | 456 |
|
|
2018
Q1 | $8K | Buy |
38
+13
| +52% | +$2.74K | ﹤0.01% | 534 |
|
|
2017
Q4 | $5K | Buy |
+25
| New | +$5K | ﹤0.01% | 629 |
|