United Capital 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 | $393K | Buy |
+4,121
| New | +$393K | ﹤0.01% | 835 |
|
|
2025
Q1 | – | Sell |
-5,772
| Closed | -$771K | – | 1081 |
|
|
2024
Q4 | $771K | Sell |
5,772
-44
| -0.8% | -$5.88K | 0.01% | 611 |
|
|
2024
Q3 | $758K | Buy |
5,816
+505
| +10% | +$65.9K | 0.01% | 609 |
|
|
2024
Q2 | $554K | Sell |
5,311
-2,349
| -31% | -$245K | ﹤0.01% | 678 |
|
|
2024
Q1 | $1.02M | Buy |
7,660
+488
| +7% | +$65.2K | 0.01% | 551 |
|
|
2023
Q4 | $971K | Buy |
7,172
+3,114
| +77% | +$422K | 0.01% | 566 |
|
|
2023
Q3 | $542K | Sell |
4,058
-678
| -14% | -$90.5K | ﹤0.01% | 627 |
|
|
2023
Q2 | $864K | Sell |
4,736
-1,598
| -25% | -$291K | ﹤0.01% | 582 |
|
|
2023
Q1 | $1.43M | Sell |
6,334
-7,829
| -55% | -$1.77M | 0.01% | 503 |
|
|
2022
Q4 | $2.79M | Sell |
14,163
-673
| -5% | -$132K | 0.02% | 423 |
|
|
2022
Q3 | $2.75M | Sell |
14,836
-1,135
| -7% | -$211K | 0.02% | 418 |
|
|
2022
Q2 | $2.86M | Sell |
15,971
-853
| -5% | -$153K | 0.02% | 425 |
|
|
2022
Q1 | $5.72M | Sell |
16,824
-657
| -4% | -$223K | 0.03% | 346 |
|
|
2021
Q4 | $6.47M | Buy |
17,481
+1,720
| +11% | +$637K | 0.03% | 339 |
|
|
2021
Q3 | $6.22M | Sell |
15,761
-1,238
| -7% | -$488K | 0.03% | 339 |
|
|
2021
Q2 | $7.83M | Sell |
16,999
-524
| -3% | -$241K | 0.04% | 309 |
|
|
2021
Q1 | $6.55M | Sell |
17,523
-3,747
| -18% | -$1.4M | 0.04% | 318 |
|
|
2020
Q4 | $7.66M | Sell |
21,270
-1,174
| -5% | -$423K | 0.05% | 286 |
|
|
2020
Q3 | $6.75M | Sell |
22,444
-12,679
| -36% | -$3.81M | 0.04% | 292 |
|
|
2020
Q2 | $12.7M | Buy |
35,123
+13,776
| +65% | +$4.96M | 0.09% | 219 |
|
|
2020
Q1 | $5.67M | Sell |
21,347
-4,039
| -16% | -$1.07M | 0.05% | 314 |
|
|
2019
Q4 | $8.19M | Buy |
25,386
+569
| +2% | +$184K | 0.05% | 332 |
|
|
2019
Q3 | $7.34M | Sell |
24,817
-2,485
| -9% | -$735K | 0.05% | 329 |
|
|
2019
Q2 | $9.78M | Sell |
27,302
-11,969
| -30% | -$4.29M | 0.06% | 298 |
|
|
2019
Q1 | $11.9M | Buy |
39,271
+300
| +0.8% | +$90.7K | 0.08% | 261 |
|
|
2018
Q4 | $11.4M | Buy |
38,971
+1,180
| +3% | +$344K | 0.09% | 237 |
|
|
2018
Q3 | $13.5M | Sell |
37,791
-1,664
| -4% | -$594K | 0.09% | 237 |
|
|
2018
Q2 | $10.7M | Buy |
39,455
+307
| +0.8% | +$83.4K | 0.08% | 289 |
|
|
2018
Q1 | $9M | Buy |
39,148
+2,368
| +6% | +$545K | 0.07% | 312 |
|
|
2017
Q4 | $7.78M | Buy |
36,780
+4,699
| +15% | +$994K | 0.06% | 334 |
|
|
2017
Q3 | $6.22M | Sell |
32,081
-375
| -1% | -$72.7K | 0.05% | 356 |
|
|
2017
Q2 | $5.48M | Sell |
32,456
-177
| -0.5% | -$29.9K | 0.05% | 367 |
|
|
2017
Q1 | $5.42M | Buy |
32,633
+1,880
| +6% | +$312K | 0.05% | 356 |
|
|
2016
Q4 | $3.83M | Buy |
30,753
+22,101
| +255% | +$2.75M | 0.04% | 423 |
|
|
2016
Q3 | $1.53M | Sell |
8,652
-1,931
| -18% | -$341K | 0.01% | 660 |
|
|
2016
Q2 | $1.44M | Sell |
10,583
-742
| -7% | -$101K | 0.01% | 634 |
|
|
2016
Q1 | $1.79M | Buy |
11,325
+2,598
| +30% | +$410K | 0.02% | 562 |
|
|
2015
Q4 | $1.63M | Buy |
8,727
+1,116
| +15% | +$208K | 0.02% | 584 |
|
|
2015
Q3 | $1.3M | Buy |
7,611
+5,732
| +305% | +$981K | 0.02% | 619 |
|
|
2015
Q2 | $399K | Buy |
+1,879
| New | +$399K | ﹤0.01% | 994 |
|