EWM
Evergreen Wealth Management’s Qualcomm QCOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Buy |
12,348
+81
| +0.7% | +$12.9K | 1.1% | 30 |
|
|
2025
Q1 | $1.88M | Buy |
12,267
+185
| +2% | +$28.4K | 1.13% | 34 |
|
|
2024
Q4 | $1.86M | Buy |
12,082
+191
| +2% | +$29.3K | 1.1% | 30 |
|
|
2024
Q3 | $2.02M | Sell |
11,891
-3,339
| -22% | -$568K | 1.22% | 31 |
|
|
2024
Q2 | $3.03M | Hold |
15,230
| – | – | 2.01% | 19 |
|
|
2024
Q1 | $2.58M | Hold |
15,230
| – | – | 1.75% | 21 |
|
|
2023
Q4 | $2.2M | Buy |
15,230
+346
| +2% | +$50K | 1.62% | 24 |
|
|
2023
Q3 | $1.65M | Buy |
14,884
+2,490
| +20% | +$277K | 1.31% | 27 |
|
|
2023
Q2 | $1.48M | Buy |
12,394
+1,213
| +11% | +$144K | 1.16% | 33 |
|
|
2023
Q1 | $1.43M | Buy |
11,181
+497
| +5% | +$63.4K | 1.27% | 33 |
|
|
2022
Q4 | $1.17M | Buy |
+10,684
| New | +$1.17M | 1.08% | 35 |
|