CFA
Capstone Financial Advisors’s Qualcomm QCOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.72M | Buy |
17,073
+3
| +0% | +$478 | 0.16% | 37 |
|
|
2025
Q1 | $2.62M | Sell |
17,070
-28
| -0.2% | -$4.3K | 0.16% | 37 |
|
|
2024
Q4 | $2.63M | Sell |
17,098
-674
| -4% | -$104K | 0.16% | 36 |
|
|
2024
Q3 | $3.02M | Buy |
17,772
+12
| +0.1% | +$2.04K | 0.19% | 35 |
|
|
2024
Q2 | $3.54M | Sell |
17,760
-98
| -0.5% | -$19.5K | 0.23% | 32 |
|
|
2024
Q1 | $3.02M | Sell |
17,858
-12
| -0.1% | -$2.03K | 0.2% | 31 |
|
|
2023
Q4 | $2.58M | Buy |
17,870
+28
| +0.2% | +$4.05K | 0.19% | 31 |
|
|
2023
Q3 | $1.98M | Buy |
17,842
+3
| +0% | +$333 | 0.16% | 36 |
|
|
2023
Q2 | $2.12M | Sell |
17,839
-74
| -0.4% | -$8.81K | 0.16% | 34 |
|
|
2023
Q1 | $2.29M | Buy |
17,913
+202
| +1% | +$25.8K | 0.18% | 34 |
|
|
2022
Q4 | $1.95M | Sell |
17,711
-139
| -0.8% | -$15.3K | 0.16% | 34 |
|
|
2022
Q3 | $2.02M | Buy |
17,850
+263
| +1% | +$29.7K | 0.19% | 32 |
|
|
2022
Q2 | $2.25M | Buy |
17,587
+4
| +0% | +$511 | 0.19% | 35 |
|
|
2022
Q1 | $2.69M | Buy |
17,583
+3
| +0% | +$458 | 0.2% | 34 |
|
|
2021
Q4 | $3.22M | Sell |
17,580
-749
| -4% | -$137K | 0.23% | 30 |
|
|
2021
Q3 | $2.36M | Buy |
18,329
+184
| +1% | +$23.7K | 0.19% | 30 |
|
|
2021
Q2 | $2.59M | Buy |
18,145
+785
| +5% | +$112K | 0.2% | 27 |
|
|
2021
Q1 | $2.3M | Buy |
17,360
+203
| +1% | +$26.9K | 0.2% | 27 |
|
|
2020
Q4 | $2.61M | Buy |
17,157
+609
| +4% | +$92.8K | 0.25% | 24 |
|
|
2020
Q3 | $1.95M | Hold |
16,548
| – | – | 0.21% | 28 |
|
|
2020
Q2 | $1.51M | Hold |
16,548
| – | – | 0.17% | 28 |
|
|
2020
Q1 | $1.12M | Buy |
16,548
+317
| +2% | +$21.4K | 0.15% | 26 |
|
|
2019
Q4 | $1.43M | Buy |
16,231
+99
| +0.6% | +$8.73K | 0.2% | 25 |
|
|
2019
Q3 | $1.23M | Sell |
16,132
-371
| -2% | -$28.3K | 0.19% | 28 |
|
|
2019
Q2 | $1.26M | Buy |
16,503
+341
| +2% | +$25.9K | 0.2% | 28 |
|
|
2019
Q1 | $922K | Buy |
16,162
+61
| +0.4% | +$3.48K | 0.16% | 32 |
|
|
2018
Q4 | $916K | Hold |
16,101
| – | – | 0.18% | 36 |
|
|
2018
Q3 | $1.16M | Hold |
16,101
| – | – | 0.29% | 24 |
|
|
2018
Q2 | $904K | Hold |
16,101
| – | – | 0.27% | 25 |
|
|
2018
Q1 | $892K | Sell |
16,101
-84
| -0.5% | -$4.65K | 0.29% | 25 |
|
|
2017
Q4 | $1.04M | Buy |
16,185
+84
| +0.5% | +$5.38K | 0.39% | 25 |
|
|
2017
Q3 | $835K | Hold |
16,101
| – | – | 0.37% | 24 |
|
|
2017
Q2 | $889K | Hold |
16,101
| – | – | 0.43% | 22 |
|
|
2017
Q1 | $923K | Hold |
16,101
| – | – | 0.47% | 22 |
|
|
2016
Q4 | $1.05M | Hold |
16,101
| – | – | 0.48% | 19 |
|
|
2016
Q3 | $1.1M | Sell |
16,101
-50
| -0.3% | -$3.43K | 0.59% | 14 |
|
|
2016
Q2 | $865K | Hold |
16,151
| – | – | 0.47% | 21 |
|
|
2016
Q1 | $826K | Sell |
16,151
-101
| -0.6% | -$5.17K | 0.33% | 28 |
|
|
2015
Q4 | $812K | Sell |
16,252
-310
| -2% | -$15.5K | 0.29% | 27 |
|
|
2015
Q3 | $890K | Sell |
16,562
-58
| -0.3% | -$3.12K | 0.39% | 26 |
|
|
2015
Q2 | $1.04M | Sell |
16,620
-165
| -1% | -$10.3K | 0.41% | 19 |
|
|
2015
Q1 | $1.16M | Hold |
16,785
| – | – | 0.45% | 20 |
|
|
2014
Q4 | $1.25M | Sell |
16,785
-35
| -0.2% | -$2.6K | 0.39% | 23 |
|
|
2014
Q3 | $1.26M | Hold |
16,820
| – | – | 0.77% | 13 |
|
|
2014
Q2 | $1.33M | Buy |
16,820
+35
| +0.2% | +$2.77K | 0.93% | 11 |
|
|
2014
Q1 | $1.32M | Sell |
16,785
-1,000
| -6% | -$78.9K | 0.81% | 12 |
|
|
2013
Q4 | $1.32M | Buy |
+17,785
| New | +$1.32M | 0.85% | 12 |
|