MWAC
Mariner Wealth Advisors (Cincinnati)’s Qualcomm QCOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $308K | Sell |
4,448
-1,684
| -27% | -$117K | 0.04% | 145 |
|
|
2014
Q4 | $456K | Sell |
6,132
-158,717
| -96% | -$11.8M | 0.07% | 116 |
|
|
2014
Q3 | $12.3M | Sell |
164,849
-7,884
| -5% | -$589K | 1.98% | 26 |
|
|
2014
Q2 | $13.7M | Buy |
172,733
+1,187
| +0.7% | +$94K | 2.16% | 20 |
|
|
2014
Q1 | $13.5M | Buy |
171,546
+3,420
| +2% | +$270K | 2.2% | 17 |
|
|
2013
Q4 | $12.5M | Buy |
168,126
+4,790
| +3% | +$356K | 2.06% | 20 |
|
|
2013
Q3 | $11M | Buy |
163,336
+8,145
| +5% | +$548K | 2.04% | 24 |
|
|
2013
Q2 | $9.48M | Buy |
+155,191
| New | +$9.48M | 1.88% | 27 |
|