Mount Yale Investment Advisors’s Qualcomm QCOM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.14M | Sell |
26,025
-1,469
| -5% | -$234K | 0.32% | 57 |
|
2025
Q1 | $4.22M | Buy |
27,494
+6,585
| +31% | +$1.01M | 0.36% | 46 |
|
2024
Q4 | $3.21M | Buy |
20,909
+13,307
| +175% | +$2.04M | 0.26% | 76 |
|
2024
Q3 | $1.29M | Buy |
7,602
+293
| +4% | +$49.8K | 0.12% | 166 |
|
2024
Q2 | $1.46M | Sell |
7,309
-228
| -3% | -$45.4K | 0.12% | 167 |
|
2024
Q1 | $1.28M | Buy |
7,537
+525
| +7% | +$88.9K | 0.1% | 186 |
|
2023
Q4 | $1.01M | Sell |
7,012
-3,327
| -32% | -$481K | 0.1% | 201 |
|
2023
Q3 | $1.15M | Sell |
10,339
-36
| -0.3% | -$4K | 0.12% | 172 |
|
2023
Q2 | $1.24M | Sell |
10,375
-1,498
| -13% | -$178K | 0.13% | 162 |
|
2023
Q1 | $1.51M | Buy |
11,873
+2,394
| +25% | +$305K | 0.17% | 127 |
|
2022
Q4 | $1.04M | Sell |
9,479
-3,516
| -27% | -$387K | 0.12% | 179 |
|
2022
Q3 | $1.47M | Buy |
12,995
+1,482
| +13% | +$167K | 0.19% | 113 |
|
2022
Q2 | $1.47M | Sell |
11,513
-1,541
| -12% | -$197K | 0.19% | 126 |
|
2022
Q1 | $2M | Sell |
13,054
-3,994
| -23% | -$610K | 0.22% | 111 |
|
2021
Q4 | $3.12M | Buy |
17,048
+2,200
| +15% | +$402K | 0.32% | 78 |
|
2021
Q3 | $1.92M | Buy |
14,848
+9,817
| +195% | +$1.27M | 0.22% | 109 |
|
2021
Q2 | $719K | Sell |
5,031
-737
| -13% | -$105K | 0.09% | 223 |
|
2021
Q1 | $765K | Sell |
5,768
-1,971
| -25% | -$261K | 0.1% | 212 |
|
2020
Q4 | $1.18M | Buy |
7,739
+1,430
| +23% | +$218K | 0.17% | 141 |
|
2020
Q3 | $742K | Buy |
+6,309
| New | +$742K | 0.11% | 188 |
|
2019
Q3 | – | Sell |
-6,425
| Closed | -$446K | – | 320 |
|
2019
Q2 | $446K | Sell |
6,425
-97
| -1% | -$6.73K | 0.08% | 210 |
|
2019
Q1 | $372K | Sell |
6,522
-14,653
| -69% | -$836K | 0.07% | 229 |
|
2018
Q4 | $1.08M | Buy |
21,175
+806
| +4% | +$41K | 0.22% | 108 |
|
2018
Q3 | $1.29M | Sell |
20,369
-2,076
| -9% | -$131K | 0.22% | 97 |
|
2018
Q2 | $1.26M | Sell |
22,445
-237
| -1% | -$13.3K | 0.24% | 97 |
|
2018
Q1 | $1.26M | Buy |
+22,682
| New | +$1.26M | 0.27% | 91 |
|