CPWA
Cerro Pacific Wealth Advisors’s Qualcomm QCOM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.69M | Buy |
16,869
+367
| +2% | +$58.4K | 0.75% | 34 |
|
2025
Q1 | $2.53M | Sell |
16,502
-107
| -0.6% | -$16.4K | 0.82% | 34 |
|
2024
Q4 | $2.82M | Buy |
16,609
+17
| +0.1% | +$2.89K | 0.93% | 31 |
|
2024
Q3 | $3.3M | Hold |
16,592
| – | – | 1.25% | 20 |
|
2024
Q2 | $3.3M | Buy |
+16,592
| New | +$3.3M | 1.26% | 18 |
|
2023
Q1 | $1.96M | Buy |
15,360
+2,586
| +20% | +$330K | 1.08% | 22 |
|
2022
Q4 | $1.4M | Buy |
12,774
+285
| +2% | +$31.3K | 0.75% | 37 |
|
2022
Q3 | $1.41M | Buy |
12,489
+352
| +3% | +$39.8K | 0.86% | 30 |
|
2022
Q2 | $1.55M | Buy |
12,137
+3,318
| +38% | +$424K | 0.97% | 25 |
|
2022
Q1 | $1.35M | Buy |
8,819
+324
| +4% | +$49.5K | 0.83% | 28 |
|
2021
Q4 | $1.55M | Sell |
8,495
-380
| -4% | -$69.5K | 0.98% | 22 |
|
2021
Q3 | $1.15M | Buy |
8,875
+39
| +0.4% | +$5.03K | 0.82% | 27 |
|
2021
Q2 | $1.26M | Buy |
+8,836
| New | +$1.26M | 0.94% | 28 |
|
2020
Q4 | $1.34M | Buy |
+8,823
| New | +$1.34M | 0.8% | 34 |
|