EWA
EP Wealth Advisors’s Qualcomm QCOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2M | Sell |
101,855
-7,933
| -7% | -$1.26M | 0.11% | 141 |
|
|
2025
Q1 | $16.9M | Buy |
109,788
+8,223
| +8% | +$1.26M | 0.13% | 121 |
|
|
2024
Q4 | $15.6M | Buy |
101,565
+3,604
| +4% | +$554K | 0.13% | 119 |
|
|
2024
Q3 | $16.7M | Buy |
97,961
+9,562
| +11% | +$1.63M | 0.14% | 115 |
|
|
2024
Q2 | $17.6M | Buy |
88,399
+12,460
| +16% | +$2.48M | 0.19% | 95 |
|
|
2024
Q1 | $12.9M | Buy |
75,939
+4,694
| +7% | +$795K | 0.15% | 99 |
|
|
2023
Q4 | $10.3M | Sell |
71,245
-2,280
| -3% | -$330K | 0.13% | 103 |
|
|
2023
Q3 | $8.17M | Buy |
73,525
+70,640
| +2,449% | +$7.85M | 0.13% | 117 |
|
|
2023
Q2 | $7.98M | Sell |
2,885
-44,236
| -94% | -$122M | 0.12% | 117 |
|
|
2023
Q1 | $1.38M | Sell |
47,121
-6,793
| -13% | -$198K | 0.02% | 266 |
|
|
2022
Q4 | $5.93M | Sell |
53,914
-16,454
| -23% | -$1.81M | 0.11% | 116 |
|
|
2022
Q3 | $7.95M | Buy |
70,368
+32,551
| +86% | +$3.68M | 0.18% | 89 |
|
|
2022
Q2 | $4.83M | Buy |
37,817
+876
| +2% | +$112K | 0.11% | 112 |
|
|
2022
Q1 | $5.65M | Buy |
36,941
+88
| +0.2% | +$13.4K | 0.12% | 100 |
|
|
2021
Q4 | $6.74M | Buy |
36,853
+6,582
| +22% | +$1.2M | 0.16% | 85 |
|
|
2021
Q3 | $3.9M | Sell |
30,271
-4,699
| -13% | -$606K | 0.11% | 109 |
|
|
2021
Q2 | $5M | Sell |
34,970
-2,251
| -6% | -$322K | 0.14% | 101 |
|
|
2021
Q1 | $4.94M | Buy |
37,221
+21,577
| +138% | +$2.86M | 0.16% | 95 |
|
|
2020
Q4 | $2.38M | Sell |
15,644
-576
| -4% | -$87.7K | 0.08% | 119 |
|
|
2020
Q3 | $1.91M | Buy |
16,220
+38
| +0.2% | +$4.47K | 0.08% | 115 |
|
|
2020
Q2 | $1.48M | Buy |
16,182
+252
| +2% | +$23K | 0.06% | 140 |
|
|
2020
Q1 | $1.08M | Sell |
15,930
-3,589
| -18% | -$243K | 0.05% | 159 |
|
|
2019
Q4 | $1.72M | Buy |
19,519
+8,126
| +71% | +$717K | 0.07% | 138 |
|
|
2019
Q3 | $869K | Sell |
11,393
-1,507
| -12% | -$115K | 0.04% | 178 |
|
|
2019
Q2 | $981K | Buy |
12,900
+3,777
| +41% | +$287K | 0.06% | 129 |
|
|
2019
Q1 | $520K | Sell |
9,123
-10,532
| -54% | -$600K | 0.05% | 164 |
|
|
2018
Q4 | $1.12M | Buy |
19,655
+6,391
| +48% | +$364K | 0.09% | 118 |
|
|
2018
Q3 | $955K | Buy |
13,264
+5,846
| +79% | +$421K | 0.07% | 118 |
|
|
2018
Q2 | $416K | Hold |
7,418
| – | – | 0.04% | 133 |
|
|
2018
Q1 | $411K | Sell |
7,418
-1,341
| -15% | -$74.3K | 0.04% | 132 |
|
|
2017
Q4 | $561K | Sell |
8,759
-443
| -5% | -$28.4K | 0.06% | 104 |
|
|
2017
Q3 | $477K | Buy |
9,202
+554
| +6% | +$28.7K | 0.06% | 106 |
|
|
2017
Q2 | $478K | Buy |
8,648
+210
| +2% | +$11.6K | 0.06% | 108 |
|
|
2017
Q1 | $484K | Sell |
8,438
-1,352
| -14% | -$77.6K | 0.07% | 87 |
|
|
2016
Q4 | $636K | Sell |
9,790
-67
| -0.7% | -$4.35K | 0.09% | 74 |
|
|
2016
Q3 | $675K | Sell |
9,857
-138,345
| -93% | -$9.47M | 0.11% | 67 |
|
|
2016
Q2 | $7.94M | Sell |
148,202
-17,013
| -10% | -$911K | 1.27% | 27 |
|
|
2016
Q1 | $8.45M | Buy |
165,215
+36,548
| +28% | +$1.87M | 1.3% | 28 |
|
|
2015
Q4 | $6.43M | Sell |
128,667
-21,306
| -14% | -$1.06M | 1.08% | 36 |
|
|
2015
Q3 | $8.06M | Sell |
149,973
-4,469
| -3% | -$240K | 1.54% | 26 |
|
|
2015
Q2 | $9.67M | Buy |
154,442
+7,286
| +5% | +$456K | 1.81% | 27 |
|
|
2015
Q1 | $10.2M | Buy |
147,156
+6,136
| +4% | +$425K | 1.92% | 24 |
|
|
2014
Q4 | $10.5M | Sell |
141,020
-388
| -0.3% | -$28.8K | 1.73% | 26 |
|
|
2014
Q3 | $10.6M | Buy |
141,408
+8,559
| +6% | +$640K | 1.71% | 18 |
|
|
2014
Q2 | $10.5M | Buy |
132,849
+3,408
| +3% | +$270K | 2.45% | 15 |
|
|
2014
Q1 | $10.2M | Buy |
129,441
+4,098
| +3% | +$323K | 2.79% | 14 |
|
|
2013
Q4 | $9.31M | Buy |
125,343
+4,458
| +4% | +$331K | 2.41% | 19 |
|
|
2013
Q3 | $8.14M | Buy |
120,885
+5,562
| +5% | +$374K | 2.56% | 16 |
|
|
2013
Q2 | $7.05M | Buy |
+115,323
| New | +$7.05M | 2.54% | 19 |
|