SWA
SFMG Wealth Advisors’s Qualcomm QCOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Buy |
1,710
+25
| +1% | +$3.98K | 0.02% | 220 |
|
|
2025
Q1 | $259K | Buy |
1,685
+21
| +1% | +$3.23K | 0.02% | 219 |
|
|
2024
Q4 | $256K | Sell |
1,664
-115
| -6% | -$17.7K | 0.02% | 219 |
|
|
2024
Q3 | $302K | Buy |
1,779
+16
| +0.9% | +$2.72K | 0.02% | 201 |
|
|
2024
Q2 | $351K | Buy |
1,763
+5
| +0.3% | +$996 | 0.03% | 176 |
|
|
2024
Q1 | $298K | Buy |
1,758
+20
| +1% | +$3.39K | 0.03% | 198 |
|
|
2023
Q4 | $251K | Buy |
+1,738
| New | +$251K | 0.02% | 213 |
|
|
2023
Q3 | – | Sell |
-1,743
| Closed | -$207K | – | 272 |
|
|
2023
Q2 | $207K | Sell |
1,743
-358
| -17% | -$42.6K | 0.02% | 228 |
|
|
2023
Q1 | $268K | Buy |
+2,101
| New | +$268K | 0.03% | 195 |
|
|
2022
Q2 | – | Sell |
-1,441
| Closed | -$220K | – | 304 |
|
|
2022
Q1 | $220K | Hold |
1,441
| – | – | 0.02% | 255 |
|
|
2021
Q4 | $264K | Buy |
+1,441
| New | +$264K | 0.03% | 220 |
|
|
2021
Q3 | – | Sell |
-1,459
| Closed | -$209K | – | 270 |
|
|
2021
Q2 | $209K | Buy |
+1,459
| New | +$209K | 0.02% | 240 |
|
|
2021
Q1 | – | Sell |
-1,341
| Closed | -$204K | – | 250 |
|
|
2020
Q4 | $204K | Buy |
+1,341
| New | +$204K | 0.03% | 210 |
|
|
2015
Q4 | – | Sell |
-14,045
| Closed | -$755K | – | 118 |
|
|
2015
Q3 | $755K | Sell |
14,045
-45
| -0.3% | -$2.42K | 0.18% | 58 |
|
|
2015
Q2 | $882K | Sell |
14,090
-18,641
| -57% | -$1.17M | 0.2% | 59 |
|
|
2015
Q1 | $2.27M | Buy |
32,731
+16,634
| +103% | +$1.15M | 0.18% | 48 |
|
|
2014
Q4 | $1.2M | Buy |
+16,097
| New | +$1.2M | 0.27% | 43 |
|