KFP
Keystone Financial Planning’s Qualcomm QCOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.2M | Sell |
26,363
-378
| -1% | -$60.2K | 1.27% | 17 |
|
|
2025
Q1 | $4.11M | Hold |
26,741
| – | – | 1.22% | 21 |
|
|
2024
Q4 | $4.11M | Hold |
26,741
| – | – | 1.27% | 19 |
|
|
2024
Q3 | $4.55M | Sell |
26,741
-133
| -0.5% | -$22.6K | 1.38% | 18 |
|
|
2024
Q2 | $5.35M | Sell |
26,874
-174
| -0.6% | -$34.7K | 1.77% | 17 |
|
|
2024
Q1 | $4.58M | Sell |
27,048
-1,784
| -6% | -$302K | 1.49% | 21 |
|
|
2023
Q4 | $4.17M | Hold |
28,832
| – | – | 1.38% | 20 |
|
|
2023
Q3 | $3.2M | Hold |
28,832
| – | – | 1.12% | 23 |
|
|
2023
Q2 | $3.43M | Buy |
28,832
+404
| +1% | +$48.1K | 1.15% | 23 |
|
|
2023
Q1 | $3.63M | Hold |
28,428
| – | – | 1.23% | 23 |
|
|
2022
Q4 | $3.13M | Hold |
28,428
| – | – | 1.05% | 25 |
|
|
2022
Q3 | $3.21M | Buy |
28,428
+466
| +2% | +$52.7K | 1.23% | 25 |
|
|
2022
Q2 | $3.57M | Sell |
27,962
-424
| -1% | -$54.2K | 1.26% | 25 |
|
|
2022
Q1 | $4.34M | Sell |
28,386
-174
| -0.6% | -$26.6K | 1.45% | 24 |
|
|
2021
Q4 | $5.22M | Sell |
28,560
-466
| -2% | -$85.2K | 1.78% | 23 |
|
|
2021
Q3 | $3.74M | Hold |
29,026
| – | – | 1.36% | 23 |
|
|
2021
Q2 | $4.15M | Sell |
29,026
-757
| -3% | -$108K | 1.5% | 20 |
|
|
2021
Q1 | $3.95M | Sell |
29,783
-712
| -2% | -$94.4K | 1.47% | 20 |
|
|
2020
Q4 | $4.65M | Sell |
30,495
-392
| -1% | -$59.7K | 1.93% | 20 |
|
|
2020
Q3 | $3.64M | Sell |
30,887
-260
| -0.8% | -$30.6K | 1.76% | 21 |
|
|
2020
Q2 | $2.84M | Hold |
31,147
| – | – | 1.4% | 29 |
|
|
2020
Q1 | $2.11M | Sell |
31,147
-177
| -0.6% | -$12K | 1.21% | 28 |
|
|
2019
Q4 | $2.76M | Sell |
31,324
-3,607
| -10% | -$318K | 1.23% | 34 |
|
|
2019
Q3 | $2.66M | Sell |
34,931
-348
| -1% | -$26.5K | 1.27% | 32 |
|
|
2019
Q2 | $2.68M | Sell |
35,279
-5,306
| -13% | -$404K | 1.31% | 32 |
|
|
2019
Q1 | $2.32M | Sell |
40,585
-853
| -2% | -$48.7K | 1.14% | 31 |
|
|
2018
Q4 | $2.36M | Buy |
41,438
+100
| +0.2% | +$5.69K | 1.32% | 30 |
|
|
2018
Q3 | $2.98M | Sell |
41,338
-56,790
| -58% | -$4.09M | 1.52% | 29 |
|
|
2018
Q2 | $5.51M | Sell |
98,128
-1,564
| -2% | -$87.8K | 3.03% | 17 |
|
|
2018
Q1 | $5.52M | Sell |
99,692
-3,183
| -3% | -$176K | 3.08% | 16 |
|
|
2017
Q4 | $6.59M | Sell |
102,875
-3,839
| -4% | -$246K | 3.51% | 11 |
|
|
2017
Q3 | $5.53M | Buy |
106,714
+26,140
| +32% | +$1.36M | 3.14% | 14 |
|
|
2017
Q2 | $4.45M | Buy |
80,574
+3,922
| +5% | +$217K | 2.69% | 19 |
|
|
2017
Q1 | $4.4M | Buy |
76,652
+5,672
| +8% | +$325K | 2.73% | 20 |
|
|
2016
Q4 | $4.63M | Buy |
70,980
+453
| +0.6% | +$29.5K | 3.02% | 16 |
|
|
2016
Q3 | $4.83M | Buy |
70,527
+7,819
| +12% | +$536K | 3.17% | 18 |
|
|
2016
Q2 | $3.36M | Buy |
62,708
+915
| +1% | +$49K | 2.27% | 23 |
|
|
2016
Q1 | $3.16M | Buy |
61,793
+159
| +0.3% | +$8.13K | 2.26% | 26 |
|
|
2015
Q4 | $3.08M | Buy |
61,634
+265
| +0.4% | +$13.2K | 2.33% | 23 |
|
|
2015
Q3 | $3.3M | Buy |
+61,369
| New | +$3.3M | 2.66% | 24 |
|
|
2014
Q1 | – | Sell |
-427
| Closed | -$32K | – | 79 |
|
|
2013
Q4 | $32K | Buy |
+427
| New | +$32K | 0.03% | 66 |
|