AWM
Aevitas Wealth Management’s Qualcomm QCOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,629
| Closed | -$208K | – | 110 |
|
|
2022
Q2 | $208K | Buy |
1,629
+7
| +0.4% | +$894 | 0.14% | 106 |
|
|
2022
Q1 | $248K | Buy |
1,622
+5
| +0.3% | +$764 | 0.15% | 108 |
|
|
2021
Q4 | $296K | Buy |
+1,617
| New | +$296K | 0.18% | 103 |
|
|
2021
Q3 | – | Sell |
-1,641
| Closed | -$235K | – | 125 |
|
|
2021
Q2 | $235K | Buy |
+1,641
| New | +$235K | 0.15% | 114 |
|
|
2019
Q2 | – | Sell |
-1,830
| Closed | -$104K | – | 278 |
|
|
2019
Q1 | $104K | Sell |
1,830
-1,791
| -49% | -$102K | 0.09% | 135 |
|
|
2018
Q4 | $206K | Sell |
3,621
-658
| -15% | -$37.4K | 0.21% | 95 |
|
|
2018
Q3 | $308K | Buy |
4,279
+507
| +13% | +$36.5K | 0.28% | 86 |
|
|
2018
Q2 | $212K | Sell |
3,772
-740
| -16% | -$41.6K | 0.21% | 99 |
|
|
2018
Q1 | $250K | Sell |
4,512
-1,442
| -24% | -$79.9K | 0.25% | 90 |
|
|
2017
Q4 | $381K | Buy |
+5,954
| New | +$381K | 0.36% | 71 |
|