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 |
|