Oxford Financial Group’s Qualcomm QCOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Sell
1,264
-111
-8% -$17.7K 0.01% 210
2025
Q1
$211K Sell
1,375
-500
-27% -$76.8K 0.01% 205
2024
Q4
$288K Sell
1,875
-508
-21% -$78K 0.02% 209
2024
Q3
$405K Sell
2,383
-885
-27% -$150K 0.03% 165
2024
Q2
$651K Buy
3,268
+31
+1% +$6.18K 0.04% 121
2024
Q1
$548K Sell
3,237
-3
-0.1% -$508 0.04% 124
2023
Q4
$469K Sell
3,240
-974
-23% -$141K 0.03% 147
2023
Q3
$468K Sell
4,214
-1,417
-25% -$157K 0.04% 136
2023
Q2
$670K Buy
5,631
+1,038
+23% +$124K 0.06% 107
2023
Q1
$586K Buy
4,593
+248
+6% +$31.6K 0.07% 95
2022
Q4
$478K Buy
4,345
+1,295
+42% +$142K 0.06% 117
2022
Q3
$345K Buy
3,050
+417
+16% +$47.2K 0.05% 126
2022
Q2
$336K Sell
2,633
-140
-5% -$17.9K 0.05% 139
2022
Q1
$424K Sell
2,773
-677
-20% -$104K 0.05% 126
2021
Q4
$631K Sell
3,450
-7
-0.2% -$1.28K 0.07% 108
2021
Q3
$446K Buy
3,457
+684
+25% +$88.2K 0.06% 122
2021
Q2
$396K Buy
2,773
+278
+11% +$39.7K 0.05% 125
2021
Q1
$331K Hold
2,495
0.05% 138
2020
Q4
$380K Buy
+2,495
New +$380K 0.06% 127