CWM
Curi Wealth Management’s Qualcomm QCOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,168
| Closed | -$603K | – | 108 |
|
|
2023
Q4 | $603K | Sell |
4,168
-798
| -16% | -$115K | 0.08% | 77 |
|
|
2023
Q3 | $552K | Sell |
4,966
-1,326
| -21% | -$147K | 0.08% | 81 |
|
|
2023
Q2 | $749K | Sell |
6,292
-226
| -3% | -$26.9K | 0.1% | 83 |
|
|
2023
Q1 | $832K | Sell |
6,518
-103
| -2% | -$13.1K | 0.12% | 82 |
|
|
2022
Q4 | $728K | Buy |
6,621
+660
| +11% | +$72.6K | 0.1% | 102 |
|
|
2022
Q3 | $673K | Buy |
5,961
+4,702
| +373% | +$531K | 0.11% | 94 |
|
|
2022
Q2 | $161K | Sell |
1,259
-263
| -17% | -$33.6K | 0.03% | 137 |
|
|
2022
Q1 | $232K | Buy |
1,522
+775
| +104% | +$118K | 0.04% | 107 |
|
|
2021
Q4 | $136K | Buy |
+747
| New | +$136K | 0.02% | 129 |
|
|
2021
Q1 | – | Sell |
-350
| Closed | -$53K | – | 399 |
|
|
2020
Q4 | $53K | Buy |
+350
| New | +$53K | 0.04% | 152 |
|