CSWM
Cassady Schiller Wealth Management’s Qualcomm QCOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $73.3K | Buy |
477
+65
| +16% | +$9.99K | 0.03% | 176 |
|
|
2024
Q3 | $70.1K | Hold |
412
| – | – | 0.03% | 178 |
|
|
2024
Q2 | $82.1K | Hold |
412
| – | – | 0.03% | 163 |
|
|
2024
Q1 | $69.8K | Hold |
412
| – | – | 0.03% | 182 |
|
|
2023
Q4 | $59.6K | Hold |
412
| – | – | 0.03% | 188 |
|
|
2023
Q3 | $45.8K | Hold |
412
| – | – | 0.03% | 201 |
|
|
2023
Q2 | $49K | Hold |
412
| – | – | 0.03% | 198 |
|
|
2023
Q1 | $52.6K | Hold |
412
| – | – | 0.02% | 192 |
|
|
2022
Q4 | $45.3K | Buy |
+412
| New | +$45.3K | 0.03% | 201 |
|
|
2022
Q1 | – | Sell |
-436
| Closed | -$80K | – | 478 |
|
|
2021
Q4 | $80K | Buy |
+436
| New | +$80K | 0.05% | 156 |
|