Heritage Wealth Management (California)’s Qualcomm QCOM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $831K | Sell |
5,220
-49
| -0.9% | -$7.8K | 0.55% | 41 |
|
2025
Q1 | $809K | Buy |
5,269
+349
| +7% | +$53.6K | 0.61% | 41 |
|
2024
Q4 | $756K | Sell |
4,920
-2,983
| -38% | -$458K | 0.54% | 42 |
|
2024
Q3 | $1.34M | Buy |
7,903
+146
| +2% | +$24.8K | 0.95% | 19 |
|
2024
Q2 | $1.55M | Sell |
7,757
-2,668
| -26% | -$531K | 1.13% | 17 |
|
2024
Q1 | $1.77M | Buy |
10,425
+21
| +0.2% | +$3.56K | 1.33% | 16 |
|
2023
Q4 | $1.5M | Buy |
+10,404
| New | +$1.5M | 1.2% | 18 |
|