LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Qualcomm QCOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.6M | Buy |
248,833
+606
| +0.2% | +$96.5K | 0.35% | 50 |
|
|
2025
Q1 | $34.9M | Buy |
248,227
+356
| +0.1% | +$50K | 0.34% | 50 |
|
|
2024
Q4 | $42.4M | Sell |
247,871
-458
| -0.2% | -$78.4K | 0.36% | 49 |
|
|
2024
Q3 | $41.7M | Sell |
248,329
-1,542
| -0.6% | -$259K | 0.37% | 51 |
|
|
2024
Q2 | $52.4M | Sell |
249,871
-457
| -0.2% | -$95.8K | 0.48% | 46 |
|
|
2024
Q1 | $40.1M | Sell |
250,328
-1,462
| -0.6% | -$234K | 0.4% | 51 |
|
|
2023
Q4 | $37.4M | Sell |
251,790
-2,000
| -0.8% | -$297K | 0.37% | 52 |
|
|
2023
Q3 | $29.8M | Sell |
253,790
-12,770
| -5% | -$1.5M | 0.33% | 54 |
|
|
2023
Q2 | $31.7M | Sell |
266,560
-2,223
| -0.8% | -$265K | 0.34% | 53 |
|
|
2023
Q1 | $34.3M | Sell |
268,783
-2,507
| -0.9% | -$320K | 0.39% | 49 |
|
|
2022
Q4 | $29.8M | Buy |
271,290
+4,803
| +2% | +$528K | 0.37% | 52 |
|
|
2022
Q3 | $30.1M | Buy |
266,487
+26
| +0% | +$2.94K | 0.39% | 50 |
|
|
2022
Q2 | $34M | Buy |
266,461
+2,354
| +0.9% | +$301K | 0.42% | 49 |
|
|
2022
Q1 | $40.4M | Buy |
264,107
+5,169
| +2% | +$790K | 0.41% | 48 |
|
|
2021
Q4 | $47.4M | Sell |
258,938
-1,218
| -0.5% | -$223K | 0.43% | 45 |
|
|
2021
Q3 | $33.6M | Sell |
260,156
-7,225
| -3% | -$932K | 0.33% | 51 |
|
|
2021
Q2 | $38.2M | Sell |
267,381
-5,342
| -2% | -$764K | 0.39% | 48 |
|
|
2021
Q1 | $36.2M | Sell |
272,723
-7,792
| -3% | -$1.03M | 0.4% | 49 |
|
|
2020
Q4 | $42.7M | Buy |
280,515
+770
| +0.3% | +$117K | 0.48% | 46 |
|
|
2020
Q3 | $32.9M | Buy |
279,745
+9,766
| +4% | +$1.15M | 0.41% | 46 |
|
|
2020
Q2 | $24.6M | Buy |
269,979
+900
| +0.3% | +$82.1K | 0.34% | 54 |
|
|
2020
Q1 | $18.2M | Sell |
269,079
-7,639
| -3% | -$517K | 0.31% | 54 |
|
|
2019
Q4 | $24.4M | Buy |
276,718
+275
| +0.1% | +$24.3K | 0.33% | 55 |
|
|
2019
Q3 | $21.1M | Buy |
276,443
+4,707
| +2% | +$359K | 0.31% | 55 |
|
|
2019
Q2 | $20.7M | Buy |
271,736
+55,693
| +26% | +$4.24M | 0.3% | 56 |
|
|
2019
Q1 | $12.3M | Buy |
216,043
+5,779
| +3% | +$330K | 0.19% | 64 |
|
|
2018
Q4 | $12M | Sell |
210,264
-983
| -0.5% | -$55.9K | 0.22% | 63 |
|
|
2018
Q3 | $15.2M | Sell |
211,247
-2,293
| -1% | -$165K | 0.24% | 64 |
|
|
2018
Q2 | $12M | Sell |
213,540
-10,834
| -5% | -$608K | 0.21% | 69 |
|
|
2018
Q1 | $12.4M | Sell |
224,374
-315
| -0.1% | -$17.5K | 0.23% | 68 |
|
|
2017
Q4 | $14.4M | Sell |
224,689
-2,298
| -1% | -$147K | 0.26% | 65 |
|
|
2017
Q3 | $11.8M | Sell |
226,987
-3,169
| -1% | -$164K | 0.23% | 66 |
|
|
2017
Q2 | $12.2M | Sell |
230,156
-9,095
| -4% | -$484K | 0.24% | 64 |
|
|
2017
Q1 | $13.7M | Sell |
239,251
-2,782
| -1% | -$160K | 0.29% | 64 |
|
|
2016
Q4 | $15.8M | Sell |
242,033
-5,545
| -2% | -$362K | 0.35% | 59 |
|
|
2016
Q3 | $17M | Sell |
247,578
-30,088
| -11% | -$2.06M | 0.39% | 57 |
|
|
2016
Q2 | $14.9M | Sell |
277,666
-23,060
| -8% | -$1.24M | 0.34% | 59 |
|
|
2016
Q1 | $15.4M | Sell |
300,726
-11,830
| -4% | -$605K | 0.36% | 56 |
|
|
2015
Q4 | $15.6M | Sell |
312,556
-656,210
| -68% | -$32.8M | 0.39% | 52 |
|
|
2015
Q3 | $60.7M | Hold |
968,766
| – | – | 1.55% | 27 |
|
|
2015
Q2 | $60.7M | Sell |
968,766
-491,182
| -34% | -$30.8M | 1.55% | 27 |
|
|
2015
Q1 | $101M | Sell |
1,459,948
-157,961
| -10% | -$11M | 2.55% | 10 |
|
|
2014
Q4 | $120M | Sell |
1,617,909
-37,499
| -2% | -$2.79M | 3.08% | 7 |
|
|
2014
Q3 | $124M | Sell |
1,655,408
-3,726
| -0.2% | -$279K | 3.35% | 5 |
|
|
2014
Q2 | $131M | Sell |
1,659,134
-16,560
| -1% | -$1.31M | 3.56% | 3 |
|
|
2014
Q1 | $132M | Buy |
1,675,694
+6,215
| +0.4% | +$490K | 3.61% | 3 |
|
|
2013
Q4 | $124M | Buy |
1,669,479
+21,168
| +1% | +$1.57M | 3.42% | 4 |
|
|
2013
Q3 | $111M | Buy |
1,648,311
+18,244
| +1% | +$1.23M | 3.39% | 4 |
|
|
2013
Q2 | $99.6M | Buy |
+1,630,067
| New | +$99.6M | 3.12% | 4 |
|