PWAG
Polaris Wealth Advisory Group’s Qualcomm QCOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $7.45M | Sell |
67,065
-2,873
| -4% | -$319K | 0.57% | 62 |
|
|
2023
Q2 | $8.33M | Sell |
69,938
-114,090
| -62% | -$13.6M | 0.63% | 57 |
|
|
2023
Q1 | $23.5M | Sell |
184,028
-76,677
| -29% | -$9.78M | 1.73% | 17 |
|
|
2022
Q4 | $30.9M | Buy |
260,705
+104,433
| +67% | +$12.4M | 2.3% | 12 |
|
|
2022
Q3 | $17.9M | Buy |
+156,272
| New | +$17.9M | 1.49% | 25 |
|
|
2021
Q1 | – | Sell |
-3,077
| Closed | -$482K | – | 197 |
|
|
2020
Q4 | $482K | Buy |
3,077
+625
| +25% | +$97.9K | 0.04% | 124 |
|
|
2020
Q3 | $296K | Buy |
+2,452
| New | +$296K | 0.03% | 132 |
|
|
2018
Q4 | – | Sell |
-623
| Closed | -$45K | – | 375 |
|
|
2018
Q3 | $45K | Buy |
+623
| New | +$45K | ﹤0.01% | 258 |
|
|
2018
Q2 | – | Sell |
-400
| Closed | -$22K | – | 385 |
|
|
2018
Q1 | $22K | Buy |
+400
| New | +$22K | ﹤0.01% | 292 |
|
|
2014
Q3 | – | Sell |
-5,270
| Closed | -$417K | – | 78 |
|
|
2014
Q2 | $417K | Buy |
5,270
+310
| +6% | +$24.5K | 0.09% | 66 |
|
|
2014
Q1 | $391K | Buy |
+4,960
| New | +$391K | 0.09% | 64 |
|