BerganKDV Wealth Management’s Qualcomm QCOM Stock Holding History

BerganKDV Wealth Management’s Portfolio QCOM Stock Details QCOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$111K	Sell	932 -196	-17%	-$22.5K	0.01%	279
2023 Q1	$144K	Buy	1,128 +62	+6%	+$7.71K	0.01%	270
2022 Q4	$117K	Sell	1,066 -508	-32%	-$59.4K	0.01%	287
2022 Q3	$178K	Sell	1,574 -32	-2%	-$4.4K	0.02%	239
2022 Q2	$205K	Buy	1,606 +306	+24%	+$41.6K	0.02%	242
2022 Q1	$199K	Sell	1,300 -9	-0.7%	-$1.51K	0.02%	241
2021 Q4	$239K	Buy	1,309 +51	+4%	+$8.16K	0.03%	246
2021 Q3	$162K	Buy	1,258 +500	+66%	+$70.9K	0.02%	266
2021 Q2	$108K	Buy	758 +101	+15%	+$13.7K	0.01%	302
2021 Q1	$87K	Hold	657	–	–	0.01%	310
2020 Q4	$100K	Buy	657 +537	+448%	+$74.8K	0.01%	276
2020 Q3	$14K	Hold	120	–	–	﹤0.01%	470
2020 Q2	$11K	Sell	120 -230	-66%	-$18.4K	﹤0.01%	533
2020 Q1	$24K	Hold	350	–	–	﹤0.01%	399
2019 Q4	$31K	Buy	+350	New	+$29.3K	0.01%	396
2019 Q3	–	Sell	-24	Closed	-$2K	–	743
2019 Q2	$2K	Buy	+24	New	+$1.76K	﹤0.01%	677

Other funds holding QCOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return