IWA
IBEX Wealth Advisors’s Qualcomm QCOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-60,618
| Closed | -$9.31M | – | 204 |
|
|
2025
Q1 | $9.31M | Buy |
60,618
+1,442
| +2% | +$222K | 1.23% | 27 |
|
|
2024
Q4 | $9.09M | Buy |
59,176
+47,531
| +408% | +$7.3M | 1.07% | 25 |
|
|
2024
Q3 | $927K | Sell |
11,645
-48,381
| -81% | -$3.85M | 0.25% | 63 |
|
|
2024
Q2 | $12M | Buy |
60,026
+6,061
| +11% | +$1.21M | 1.87% | 9 |
|
|
2024
Q1 | $5.93M | Buy |
53,965
+53,914
| +105,714% | +$5.93M | 1.61% | 25 |
|
|
2023
Q4 | $7.31K | Sell |
51
-53,445
| -100% | -$7.66M | 1.59% | 18 |
|
|
2023
Q3 | $5.94M | Buy |
+53,496
| New | +$5.94M | 1.51% | 23 |
|
|
2023
Q1 | $7.21M | Buy |
56,536
+2,571
| +5% | +$328K | 1.87% | 15 |
|
|
2022
Q4 | $5.93M | Sell |
53,965
-884
| -2% | -$97.2K | 1.34% | 26 |
|
|
2022
Q3 | $6.2M | Sell |
54,849
-1,165
| -2% | -$132K | 1.61% | 20 |
|
|
2022
Q2 | $7.16M | Buy |
56,014
+685
| +1% | +$87.5K | 1.65% | 14 |
|
|
2022
Q1 | $8.46M | Sell |
55,329
-1,320
| -2% | -$202K | 1.62% | 11 |
|
|
2021
Q4 | $10.4M | Buy |
56,649
+610
| +1% | +$112K | 1.83% | 7 |
|
|
2021
Q3 | $7.23M | Buy |
56,039
+539
| +1% | +$69.5K | 1.39% | 12 |
|
|
2021
Q2 | $7.93M | Sell |
55,500
-1,177
| -2% | -$168K | 1.59% | 12 |
|
|
2021
Q1 | $7.52M | Sell |
56,677
-14,823
| -21% | -$1.97M | 1.85% | 8 |
|
|
2020
Q4 | $10.9M | Buy |
71,500
+1,007
| +1% | +$153K | 2.84% | 5 |
|
|
2020
Q3 | $8.3M | Sell |
70,493
-295
| -0.4% | -$34.7K | 2.41% | 6 |
|
|
2020
Q2 | $6.46M | Buy |
70,788
+18,064
| +34% | +$1.65M | 2.07% | 9 |
|
|
2020
Q1 | $3.57M | Buy |
+52,724
| New | +$3.57M | 1.39% | 29 |
|
|
2019
Q3 | – | Sell |
-372
| Closed | -$28K | – | 291 |
|
|
2019
Q2 | $28K | Buy |
+372
| New | +$28K | 0.01% | 253 |
|