Mark Sheptoff Financial Planning’s Qualcomm QCOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.4K Hold
97
0.01% 294
2025
Q1
$14.9K Sell
97
-250
-72% -$38.4K 0.01% 276
2024
Q4
$53.3K Hold
347
0.03% 170
2024
Q3
$59K Sell
347
-225
-39% -$38.3K 0.03% 162
2024
Q2
$114K Buy
572
+293
+105% +$58.4K 0.06% 122
2024
Q1
$47.2K Hold
279
0.03% 178
2023
Q4
$40.4K Hold
279
0.02% 177
2023
Q3
$31K Hold
279
0.02% 183
2023
Q2
$33.2K Hold
279
0.02% 192
2023
Q1
$35.6K Hold
279
0.02% 173
2022
Q4
$30.7K Sell
279
-500
-64% -$55K 0.02% 185
2022
Q3
$88K Hold
779
0.05% 113
2022
Q2
$100K Sell
779
-101
-11% -$13K 0.06% 116
2022
Q1
$134K Sell
880
-419
-32% -$63.8K 0.07% 121
2021
Q4
$238K Buy
1,299
+329
+34% +$60.3K 0.11% 101
2021
Q3
$125K Hold
970
0.07% 125
2021
Q2
$139K Buy
970
+220
+29% +$31.5K 0.07% 123
2021
Q1
$99K Hold
750
0.06% 126
2020
Q4
$114K Hold
750
0.06% 125
2020
Q3
$88K Buy
750
+500
+200% +$58.7K 0.05% 122
2020
Q2
$23K Hold
250
0.01% 188
2020
Q1
$17K Sell
250
-300
-55% -$20.4K 0.01% 187
2019
Q4
$49K Hold
550
0.03% 151
2019
Q3
$42K Buy
+550
New +$42K 0.03% 158
2019
Q2
Sell
-500
Closed -$29K 365
2019
Q1
$29K Buy
+500
New +$29K 0.02% 188
2018
Q2
Sell
-250
Closed -$14K 389
2018
Q1
$14K Hold
250
0.01% 258
2017
Q4
$16K Hold
250
0.01% 252
2017
Q3
$13K Buy
250
+150
+150% +$7.8K 0.01% 273
2017
Q2
$6K Buy
+100
New +$6K ﹤0.01% 299
2015
Q4
Sell
-200
Closed -$11K 419
2015
Q3
$11K Sell
200
-18
-8% -$990 0.01% 246
2015
Q2
$14K Sell
218
-82
-27% -$5.27K 0.01% 247
2015
Q1
$21K Hold
300
0.02% 215
2014
Q4
$22K Hold
300
0.02% 209
2014
Q3
$22K Hold
300
0.02% 218
2014
Q2
$24K Hold
300
0.02% 215
2014
Q1
$24K Buy
+300
New +$24K 0.02% 225