EHWM
Eads & Heald Wealth Management’s Qualcomm QCOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,665
| Closed | -$203K | – | 132 |
|
|
2019
Q2 | $203K | Buy |
+2,665
| New | +$203K | 0.11% | 126 |
|
|
2018
Q4 | – | Sell |
-2,840
| Closed | -$205K | – | 130 |
|
|
2018
Q3 | $205K | Buy |
+2,840
| New | +$205K | 0.12% | 124 |
|
|
2018
Q1 | – | Sell |
-3,435
| Closed | -$220K | – | 129 |
|
|
2017
Q4 | $220K | Buy |
+3,435
| New | +$220K | 0.13% | 123 |
|
|
2017
Q1 | – | Sell |
-8,531
| Closed | -$556K | – | 133 |
|
|
2016
Q4 | $556K | Sell |
8,531
-1,471
| -15% | -$95.9K | 0.38% | 96 |
|
|
2016
Q3 | $685K | Sell |
10,002
-706
| -7% | -$48.4K | 0.47% | 89 |
|
|
2016
Q2 | $574K | Sell |
10,708
-1,383
| -11% | -$74.1K | 0.39% | 97 |
|
|
2016
Q1 | $618K | Buy |
12,091
+520
| +4% | +$26.6K | 0.43% | 93 |
|
|
2015
Q4 | $578K | Sell |
11,571
-9,897
| -46% | -$494K | 0.4% | 98 |
|
|
2015
Q3 | $1.15M | Sell |
21,468
-1,640
| -7% | -$88.1K | 0.82% | 60 |
|
|
2015
Q2 | $1.45M | Sell |
23,108
-1,756
| -7% | -$110K | 0.95% | 51 |
|
|
2015
Q1 | $1.72M | Sell |
24,864
-350
| -1% | -$24.3K | 1.11% | 35 |
|
|
2014
Q4 | $1.87M | Buy |
25,214
+46
| +0.2% | +$3.42K | 1.19% | 32 |
|
|
2014
Q3 | $1.88M | Buy |
25,168
+2,206
| +10% | +$165K | 1.27% | 28 |
|
|
2014
Q2 | $1.82M | Sell |
22,962
-773
| -3% | -$61.2K | 1.21% | 37 |
|
|
2014
Q1 | $1.87M | Buy |
23,735
+694
| +3% | +$54.7K | 1.23% | 37 |
|
|
2013
Q4 | $1.71M | Buy |
23,041
+4,473
| +24% | +$332K | 1.14% | 41 |
|
|
2013
Q3 | $1.25M | Buy |
18,568
+1,946
| +12% | +$131K | 0.89% | 57 |
|
|
2013
Q2 | $1.02M | Buy |
+16,622
| New | +$1.02M | 0.72% | 69 |
|