Monterey Private Wealth’s Qualcomm QCOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,304
| Closed | -$200K | – | 150 |
|
|
2024
Q4 | $200K | Sell |
1,304
-106
| -8% | -$16.3K | 0.07% | 135 |
|
|
2024
Q3 | $240K | Sell |
1,410
-99
| -7% | -$16.8K | 0.08% | 112 |
|
|
2024
Q2 | $301K | Buy |
1,509
+215
| +17% | +$42.8K | 0.11% | 87 |
|
|
2024
Q1 | $219K | Buy |
+1,294
| New | +$219K | 0.09% | 104 |
|
|
2022
Q1 | – | Sell |
-1,275
| Closed | -$233K | – | 131 |
|
|
2021
Q4 | $233K | Buy |
+1,275
| New | +$233K | 0.12% | 96 |
|
|
2021
Q2 | – | Sell |
-1,483
| Closed | -$206K | – | 101 |
|
|
2021
Q1 | $206K | Buy |
1,483
+4
| +0.3% | +$556 | 0.11% | 94 |
|
|
2020
Q4 | $225K | Buy |
+1,479
| New | +$225K | 0.13% | 82 |
|