EWM
Executive Wealth Management’s Qualcomm QCOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-42,451
| Closed | -$5.42M | – | 206 |
|
|
2023
Q1 | $5.42M | Buy |
42,451
+3,595
| +9% | +$459K | 0.6% | 59 |
|
|
2022
Q4 | $4.27M | Buy |
38,856
+34,690
| +833% | +$3.81M | 0.52% | 59 |
|
|
2022
Q3 | $4.17K | Sell |
4,166
-25,929
| -86% | -$25.9K | 0.58% | 55 |
|
|
2022
Q2 | $3.84M | Sell |
30,095
-4,769
| -14% | -$609K | 0.52% | 58 |
|
|
2022
Q1 | $5.33M | Buy |
34,864
+33,704
| +2,906% | +$5.15M | 0.58% | 58 |
|
|
2021
Q4 | $212K | Buy |
+1,160
| New | +$212K | 0.02% | 186 |
|
|
2021
Q1 | – | Sell |
-1,326
| Closed | -$202K | – | 198 |
|
|
2020
Q4 | $202K | Buy |
+1,326
| New | +$202K | 0.02% | 170 |
|
|
2020
Q1 | – | Sell |
-2,416
| Closed | -$213K | – | 141 |
|
|
2019
Q4 | $213K | Buy |
+2,416
| New | +$213K | 0.03% | 142 |
|
|
2019
Q3 | – | Sell |
-1,805
| Closed | -$137K | – | 617 |
|
|
2019
Q2 | $137K | Sell |
1,805
-599
| -25% | -$45.5K | 0.02% | 192 |
|
|
2019
Q1 | $137K | Sell |
2,404
-4,007
| -63% | -$228K | 0.02% | 175 |
|
|
2018
Q4 | $365K | Buy |
+6,411
| New | +$365K | 0.06% | 117 |
|