LWM
Lyons Wealth Management’s Qualcomm QCOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,178
| Closed | -$203K | – | 54 |
|
|
2017
Q4 | $203K | Buy |
+3,178
| New | +$203K | 0.33% | 42 |
|
|
2017
Q3 | – | Sell |
-46,716
| Closed | -$2.58M | – | 59 |
|
|
2017
Q2 | $2.58M | Buy |
46,716
+467
| +1% | +$25.8K | 3.62% | 4 |
|
|
2017
Q1 | $2.65M | Buy |
46,249
+427
| +0.9% | +$24.5K | 2.8% | 4 |
|
|
2016
Q4 | $2.99M | Buy |
45,822
+358
| +0.8% | +$23.3K | 4.08% | 4 |
|
|
2016
Q3 | $3.11M | Buy |
45,464
+377
| +0.8% | +$25.8K | 4.29% | 4 |
|
|
2016
Q2 | $2.42M | Buy |
45,087
+429
| +1% | +$23K | 3.64% | 4 |
|
|
2016
Q1 | $2.28M | Buy |
44,658
+163
| +0.4% | +$8.33K | 3.28% | 4 |
|
|
2015
Q4 | $2.22M | Buy |
44,495
+433
| +1% | +$21.6K | 2.84% | 4 |
|
|
2015
Q3 | $2.37M | Buy |
44,062
+395
| +0.9% | +$21.2K | 3.04% | 4 |
|
|
2015
Q2 | $2.74M | Sell |
43,667
-13,648
| -24% | -$855K | 3.11% | 4 |
|
|
2015
Q1 | $3.97M | Sell |
57,315
-2,442
| -4% | -$169K | 4.31% | 4 |
|
|
2014
Q4 | $4.44M | Buy |
59,757
+17,175
| +40% | +$1.28M | 4.66% | 4 |
|
|
2014
Q3 | $3.18M | Buy |
42,582
+238
| +0.6% | +$17.8K | 3.39% | 4 |
|
|
2014
Q2 | $3.35M | Sell |
42,344
-1,177
| -3% | -$93.2K | 2.99% | 4 |
|
|
2014
Q1 | $3.43M | Buy |
43,521
+186
| +0.4% | +$14.7K | 3% | 8 |
|
|
2013
Q4 | $3.21M | Buy |
+43,335
| New | +$3.21M | 3.01% | 8 |
|
|
2013
Q3 | – | Sell |
-41,527
| Closed | -$2.54M | – | 77 |
|
|
2013
Q2 | $2.54M | Buy |
+41,527
| New | +$2.54M | 2.57% | 8 |
|