CWM
Concert Wealth Management’s Qualcomm QCOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-16,785
| Closed | -$931K | – | 111 |
|
|
2017
Q2 | $931K | Sell |
16,785
-16,741
| -50% | -$929K | 0.9% | 27 |
|
|
2017
Q1 | $2.2M | Sell |
33,526
-323
| -1% | -$21.2K | 0.5% | 43 |
|
|
2016
Q4 | $2.22M | Sell |
33,849
-17,231
| -34% | -$1.13M | 0.49% | 42 |
|
|
2016
Q3 | $3.51M | Sell |
51,080
-5,424
| -10% | -$372K | 0.43% | 42 |
|
|
2016
Q2 | $3.02M | Buy |
56,504
+9,282
| +20% | +$495K | 0.41% | 45 |
|
|
2016
Q1 | $2.4M | Sell |
47,222
-8,168
| -15% | -$416K | 0.32% | 67 |
|
|
2015
Q4 | $2.74M | Sell |
55,390
-9,139
| -14% | -$452K | 0.37% | 56 |
|
|
2015
Q3 | $3.46M | Sell |
64,529
-8,026
| -11% | -$430K | 0.47% | 39 |
|
|
2015
Q2 | $4.56M | Buy |
72,555
+10,149
| +16% | +$637K | 0.59% | 26 |
|
|
2015
Q1 | $1.96M | Buy |
62,406
+3,224
| +5% | +$101K | 0.56% | 41 |
|
|
2014
Q4 | $4.38M | Buy |
59,182
+4,313
| +8% | +$319K | 0.67% | 19 |
|
|
2014
Q3 | $4.09M | Sell |
54,869
-90
| -0.2% | -$6.7K | 0.55% | 11 |
|
|
2014
Q2 | $4.13M | Sell |
54,959
-2,681
| -5% | -$202K | 0.51% | 11 |
|
|
2014
Q1 | $4.58M | Sell |
57,640
-1,509
| -3% | -$120K | 0.57% | 10 |
|
|
2013
Q4 | $4.38M | Buy |
59,149
+7,040
| +14% | +$522K | 0.56% | 12 |
|
|
2013
Q3 | $3.5M | Sell |
52,109
-1,810
| -3% | -$122K | 0.5% | 14 |
|
|
2013
Q2 | $3.28M | Buy |
+53,919
| New | +$3.28M | 0.49% | 14 |
|