AFA
AllGen Financial Advisors’s Qualcomm QCOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,326
| Closed | -$225K | – | 42 |
|
|
2024
Q3 | $225K | Sell |
1,326
-15,954
| -92% | -$2.71M | 0.07% | 38 |
|
|
2024
Q2 | $3.44M | Sell |
17,280
-2,120
| -11% | -$422K | 1.31% | 17 |
|
|
2024
Q1 | $3.28M | Sell |
19,400
-3,387
| -15% | -$573K | 1.34% | 18 |
|
|
2023
Q4 | $3.3M | Sell |
22,787
-65
| -0.3% | -$9.4K | 1.71% | 14 |
|
|
2023
Q3 | $2.54M | Buy |
22,852
+208
| +0.9% | +$23.1K | 1.8% | 16 |
|
|
2023
Q2 | $2.7M | Buy |
22,644
+1,665
| +8% | +$198K | 1.7% | 19 |
|
|
2023
Q1 | $2.68M | Sell |
20,979
-60
| -0.3% | -$7.66K | 1.87% | 16 |
|
|
2022
Q4 | $2.31M | Buy |
21,039
+1,113
| +6% | +$122K | 1.66% | 17 |
|
|
2022
Q3 | $2.25M | Sell |
19,926
-37,680
| -65% | -$4.26M | 1.75% | 14 |
|
|
2022
Q2 | $3.36M | Buy |
57,606
+40,074
| +229% | +$2.34M | 2.76% | 10 |
|
|
2022
Q1 | $2.68M | Sell |
17,532
-4,175
| -19% | -$638K | 2.24% | 14 |
|
|
2021
Q4 | $3.97M | Buy |
21,707
+6,483
| +43% | +$1.19M | 2.94% | 10 |
|
|
2021
Q3 | $1.96M | Sell |
15,224
-3,980
| -21% | -$513K | 1.6% | 13 |
|
|
2021
Q2 | $2.74M | Buy |
19,204
+1,108
| +6% | +$158K | 2.11% | 12 |
|
|
2021
Q1 | $2.4M | Buy |
18,096
+744
| +4% | +$98.6K | 1.96% | 15 |
|
|
2020
Q4 | $2.64M | Buy |
+17,352
| New | +$2.64M | 2.45% | 11 |
|