Heritage Financial Services’s Qualcomm QCOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Buy |
2,341
+528
| +29% | +$84.1K | 0.04% | 83 |
|
|
2025
Q1 | $279K | Sell |
1,813
-23
| -1% | -$3.53K | 0.03% | 95 |
|
|
2024
Q4 | $282K | Buy |
1,836
+1
| +0.1% | +$154 | 0.04% | 84 |
|
|
2024
Q3 | $312K | Sell |
1,835
-27
| -1% | -$4.59K | 0.04% | 79 |
|
|
2024
Q2 | $371K | Sell |
1,862
-64
| -3% | -$12.7K | 0.05% | 72 |
|
|
2024
Q1 | $326K | Sell |
1,926
-168
| -8% | -$28.4K | 0.05% | 74 |
|
|
2023
Q4 | $303K | Buy |
+2,094
| New | +$303K | 0.05% | 78 |
|
|
2023
Q3 | – | Sell |
-1,788
| Closed | -$213K | – | 82 |
|
|
2023
Q2 | $213K | Sell |
1,788
-94
| -5% | -$11.2K | 0.04% | 79 |
|
|
2023
Q1 | $240K | Buy |
+1,882
| New | +$240K | 0.05% | 67 |
|
|
2022
Q3 | – | Sell |
-1,743
| Closed | -$222K | – | 366 |
|
|
2022
Q2 | $222K | Sell |
1,743
-462
| -21% | -$58.8K | 0.12% | 58 |
|
|
2022
Q1 | $336K | Sell |
2,205
-66
| -3% | -$10.1K | 0.22% | 53 |
|
|
2021
Q4 | $415K | Buy |
+2,271
| New | +$415K | 0.33% | 40 |
|