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