SWA
SOA Wealth Advisors’s Qualcomm QCOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Buy |
1,979
+338
| +21% | +$53.8K | 0.06% | 160 |
|
|
2025
Q1 | $252K | Buy |
1,641
+47
| +3% | +$7.22K | 0.05% | 167 |
|
|
2024
Q4 | $245K | Buy |
1,594
+3
| +0.2% | +$461 | 0.05% | 162 |
|
|
2024
Q3 | $271K | Sell |
1,591
-1
| -0.1% | -$170 | 0.05% | 155 |
|
|
2024
Q2 | $317K | Sell |
1,592
-88
| -5% | -$17.5K | 0.06% | 137 |
|
|
2024
Q1 | $284K | Buy |
1,680
+43
| +3% | +$7.28K | 0.06% | 149 |
|
|
2023
Q4 | $237K | Sell |
1,637
-27
| -2% | -$3.91K | 0.05% | 156 |
|
|
2023
Q3 | $185K | Buy |
1,664
+112
| +7% | +$12.4K | 0.05% | 170 |
|
|
2023
Q2 | $185K | Sell |
1,552
-56
| -3% | -$6.67K | 0.04% | 169 |
|
|
2023
Q1 | $205K | Sell |
1,608
-5
| -0.3% | -$638 | 0.05% | 151 |
|
|
2022
Q4 | $177K | Sell |
1,613
-3
| -0.2% | -$330 | 0.05% | 159 |
|
|
2022
Q3 | $182K | Buy |
1,616
+3
| +0.2% | +$338 | 0.05% | 149 |
|
|
2022
Q2 | $206K | Sell |
1,613
-53
| -3% | -$6.77K | 0.06% | 139 |
|
|
2022
Q1 | $254K | Sell |
1,666
-1
| -0.1% | -$152 | 0.06% | 140 |
|
|
2021
Q4 | $304K | Buy |
1,667
+224
| +16% | +$40.8K | 0.07% | 130 |
|
|
2021
Q3 | $186K | Sell |
1,443
-153
| -10% | -$19.7K | 0.05% | 161 |
|
|
2021
Q2 | $228K | Buy |
1,596
+808
| +103% | +$115K | 0.06% | 144 |
|
|
2021
Q1 | $104K | Buy |
788
+70
| +10% | +$9.24K | 0.03% | 190 |
|
|
2020
Q4 | $104K | Buy |
+718
| New | +$104K | 0.03% | 187 |
|