Partnership Wealth 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 | $1.41M | Buy |
14,779
+6,307
| +74% | +$602K | 1.14% | 21 |
|
2025
Q1 | $672K | Buy |
8,472
+377
| +5% | +$29.9K | 0.57% | 37 |
|
2024
Q4 | $1.08M | Buy |
8,095
+1,175
| +17% | +$157K | 0.9% | 30 |
|
2024
Q3 | $902K | Sell |
6,920
-6,999
| -50% | -$913K | 0.64% | 32 |
|
2024
Q2 | $1.45M | Sell |
13,919
-1,775
| -11% | -$185K | 1.07% | 22 |
|
2024
Q1 | $2.1M | Buy |
15,694
+4,978
| +46% | +$665K | 1.47% | 20 |
|
2023
Q4 | $1.49M | Buy |
+10,716
| New | +$1.49M | 1.12% | 30 |
|