BWG
Beta Wealth Group’s Qualcomm QCOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
9,135
-54
| -0.6% | -$8.6K | 0.53% | 43 |
|
|
2025
Q1 | $1.41M | Sell |
9,189
-690
| -7% | -$106K | 0.51% | 40 |
|
|
2024
Q4 | $1.52M | Buy |
9,879
+601
| +6% | +$92.3K | 0.67% | 36 |
|
|
2024
Q3 | $1.58M | Buy |
9,278
+989
| +12% | +$168K | 0.71% | 36 |
|
|
2024
Q2 | $1.65M | Sell |
8,289
-97
| -1% | -$19.3K | 0.78% | 36 |
|
|
2024
Q1 | $1.42M | Sell |
8,386
-190
| -2% | -$32.2K | 0.69% | 35 |
|
|
2023
Q4 | $1.24M | Buy |
8,576
+36
| +0.4% | +$5.21K | 0.65% | 33 |
|
|
2023
Q3 | $948K | Buy |
8,540
+205
| +2% | +$22.8K | 0.56% | 39 |
|
|
2023
Q2 | $992K | Buy |
8,335
+802
| +11% | +$95.5K | 0.57% | 39 |
|
|
2023
Q1 | $961K | Buy |
7,533
+402
| +6% | +$51.3K | 0.55% | 41 |
|
|
2022
Q4 | $784K | Buy |
7,131
+3,100
| +77% | +$341K | 0.53% | 40 |
|
|
2022
Q3 | $455K | Buy |
4,031
+265
| +7% | +$29.9K | 0.33% | 48 |
|
|
2022
Q2 | $481K | Hold |
3,766
| – | – | 0.32% | 48 |
|
|
2022
Q1 | $575K | Sell |
3,766
-722
| -16% | -$110K | 0.38% | 44 |
|
|
2021
Q4 | $579K | Hold |
4,488
| – | – | 0.42% | 41 |
|
|
2021
Q3 | $579K | Buy |
4,488
+376
| +9% | +$48.5K | 0.42% | 41 |
|
|
2021
Q2 | $588K | Hold |
4,112
| – | – | 0.41% | 41 |
|
|
2021
Q1 | $545K | Buy |
+4,112
| New | +$545K | 0.4% | 42 |
|
|
2014
Q1 | $418K | Buy |
5,297
+39
| +0.7% | +$3.08K | 4.88% | 6 |
|
|
2013
Q4 | $390K | Buy |
+5,258
| New | +$390K | 4.94% | 5 |
|