Lyell Wealth Management’s Qualcomm QCOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Hold |
1,488
| – | – | 0.02% | 199 |
|
|
2025
Q1 | $229K | Hold |
1,488
| – | – | 0.02% | 194 |
|
|
2024
Q4 | $229K | Hold |
1,488
| – | – | 0.02% | 192 |
|
|
2024
Q3 | $253K | Hold |
1,488
| – | – | 0.02% | 189 |
|
|
2024
Q2 | $296K | Hold |
1,488
| – | – | 0.03% | 170 |
|
|
2024
Q1 | $252K | Buy |
1,488
+71
| +5% | +$12K | 0.03% | 178 |
|
|
2023
Q4 | $205K | Buy |
+1,417
| New | +$205K | 0.02% | 191 |
|
|
2023
Q3 | – | Sell |
-1,681
| Closed | -$200K | – | 183 |
|
|
2023
Q2 | $200K | Sell |
1,681
-1,677
| -50% | -$200K | 0.03% | 179 |
|
|
2023
Q1 | $428K | Sell |
3,358
-275
| -8% | -$35.1K | 0.06% | 146 |
|
|
2022
Q4 | $399K | Hold |
3,633
| – | – | 0.06% | 146 |
|
|
2022
Q3 | $410K | Sell |
3,633
-134
| -4% | -$15.1K | 0.07% | 139 |
|
|
2022
Q2 | $481K | Buy |
3,767
+108
| +3% | +$13.8K | 0.08% | 132 |
|
|
2022
Q1 | $559K | Buy |
3,659
+50
| +1% | +$7.64K | 0.07% | 130 |
|
|
2021
Q4 | $660K | Buy |
3,609
+43
| +1% | +$7.86K | 0.08% | 124 |
|
|
2021
Q3 | $460K | Hold |
3,566
| – | – | 0.06% | 135 |
|
|
2021
Q2 | $510K | Buy |
3,566
+253
| +8% | +$36.2K | 0.06% | 135 |
|
|
2021
Q1 | $439K | Buy |
3,313
+1,400
| +73% | +$186K | 0.06% | 133 |
|
|
2020
Q4 | $291K | Buy |
1,913
+29
| +2% | +$4.41K | 0.05% | 140 |
|
|
2020
Q3 | $222K | Buy |
+1,884
| New | +$222K | 0.04% | 124 |
|