PWM
PBMares Wealth Management’s Qualcomm QCOM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,273
| Closed | -$349K | – | 198 |
|
2024
Q4 | $349K | Buy |
2,273
+18
| +0.8% | +$2.77K | 0.07% | 135 |
|
2024
Q3 | $383K | Sell |
2,255
-6
| -0.3% | -$1.02K | 0.08% | 129 |
|
2024
Q2 | $450K | Buy |
2,261
+318
| +16% | +$63.3K | 0.11% | 112 |
|
2024
Q1 | $329K | Hold |
1,943
| – | – | 0.09% | 135 |
|
2023
Q4 | $281K | Sell |
1,943
-55
| -3% | -$7.95K | 0.08% | 142 |
|
2023
Q3 | $222K | Hold |
1,998
| – | – | 0.08% | 152 |
|
2023
Q2 | $238K | Buy |
1,998
+5
| +0.3% | +$595 | 0.09% | 152 |
|
2023
Q1 | $254K | Buy |
1,993
+50
| +3% | +$6.38K | 0.09% | 145 |
|
2022
Q4 | $214K | Sell |
1,943
-30
| -2% | -$3.3K | 0.09% | 155 |
|
2022
Q3 | $223K | Hold |
1,973
| – | – | 0.1% | 142 |
|
2022
Q2 | $252K | Sell |
1,973
-50
| -2% | -$6.39K | 0.11% | 131 |
|
2022
Q1 | $309K | Buy |
2,023
+50
| +3% | +$7.64K | 0.19% | 113 |
|
2021
Q4 | $361K | Hold |
1,973
| – | – | 0.15% | 112 |
|
2021
Q3 | $254K | Buy |
1,973
+20
| +1% | +$2.58K | 0.12% | 133 |
|
2021
Q2 | $279K | Sell |
1,953
-26
| -1% | -$3.71K | 0.15% | 122 |
|
2021
Q1 | $262K | Hold |
1,979
| – | – | 0.21% | 119 |
|
2020
Q4 | $301K | Hold |
1,979
| – | – | 0.35% | 90 |
|
2020
Q3 | $233K | Buy |
+1,979
| New | +$233K | 0.34% | 88 |
|