SFWA
Summit Financial Wealth Advisors’s Qualcomm QCOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $8.12M | Buy |
52,840
+921
| +2% | +$141K | 1.61% | 21 |
|
|
2024
Q4 | $8.84M | Buy |
51,919
+347
| +0.7% | +$59.1K | 1.73% | 18 |
|
|
2024
Q3 | $8.77M | Sell |
51,572
-20
| -0% | -$3.4K | 1.64% | 19 |
|
|
2024
Q2 | $10.3M | Sell |
51,592
-1,621
| -3% | -$323K | 2.08% | 12 |
|
|
2024
Q1 | $9.01M | Buy |
53,213
+732
| +1% | +$124K | 1.83% | 16 |
|
|
2023
Q4 | $7.59M | Buy |
52,481
+912
| +2% | +$132K | 1.72% | 21 |
|
|
2023
Q3 | $6.23M | Sell |
51,569
-2,200
| -4% | -$266K | 1.53% | 23 |
|
|
2023
Q2 | $6.4M | Buy |
53,769
+689
| +1% | +$82K | 1.48% | 23 |
|
|
2023
Q1 | $6.77M | Buy |
53,080
+1,644
| +3% | +$210K | 1.61% | 19 |
|
|
2022
Q4 | $5.65M | Buy |
51,436
+512
| +1% | +$56.3K | 1.37% | 24 |
|
|
2022
Q3 | $5.84M | Buy |
50,924
+759
| +2% | +$87.1K | 1.68% | 23 |
|
|
2022
Q2 | $7.69M | Buy |
50,165
+3,069
| +7% | +$470K | 1.84% | 20 |
|
|
2022
Q1 | $7.2M | Buy |
47,096
+178
| +0.4% | +$27.2K | 1.45% | 27 |
|
|
2021
Q4 | $8.78M | Buy |
46,918
+2,564
| +6% | +$480K | 1.7% | 19 |
|
|
2021
Q3 | $5.72M | Buy |
44,354
+701
| +2% | +$90.4K | 1.3% | 28 |
|
|
2021
Q2 | $6.24M | Sell |
43,653
-20,743
| -32% | -$2.96M | 1.41% | 23 |
|
|
2021
Q1 | $9.81M | Buy |
64,396
+426
| +0.7% | +$64.9K | 2.5% | 9 |
|
|
2020
Q4 | $7.53M | Sell |
63,970
-1,169
| -2% | -$138K | 2.05% | 10 |
|
|
2020
Q3 | $8.08M | Sell |
65,139
-10,951
| -14% | -$1.36M | 2.15% | 10 |
|
|
2020
Q2 | $7.12M | Buy |
76,090
+2,053
| +3% | +$192K | 1.9% | 11 |
|
|
2020
Q1 | $5.25M | Buy |
74,037
+68,694
| +1,286% | +$4.87M | 1.65% | 16 |
|
|
2019
Q4 | $465K | Sell |
5,343
-50
| -0.9% | -$4.35K | 0.11% | 93 |
|
|
2019
Q3 | $414K | Buy |
5,393
+2,069
| +62% | +$159K | 0.1% | 107 |
|
|
2019
Q2 | $253K | Buy |
+3,324
| New | +$253K | 0.06% | 133 |
|
|
2017
Q4 | – | Sell |
-111,480
| Closed | -$5.78M | – | 150 |
|
|
2017
Q3 | $5.78M | Sell |
111,480
-8,648
| -7% | -$448K | 2.1% | 8 |
|
|
2017
Q2 | $6.63M | Buy |
120,128
+3,737
| +3% | +$206K | 2.62% | 4 |
|
|
2017
Q1 | $6.67M | Buy |
116,391
+6,314
| +6% | +$362K | 2.91% | 4 |
|
|
2016
Q4 | $7.18M | Sell |
110,077
-7,764
| -7% | -$506K | 3.16% | 4 |
|
|
2016
Q3 | $8.07M | Sell |
117,841
-7,425
| -6% | -$509K | 3.5% | 3 |
|
|
2016
Q2 | $6.71M | Sell |
125,266
-4,529
| -3% | -$243K | 2.8% | 4 |
|
|
2016
Q1 | $6.64M | Buy |
129,795
+4,285
| +3% | +$219K | 2.9% | 6 |
|
|
2015
Q4 | $6.27M | Buy |
125,510
+72,605
| +137% | +$3.63M | 2.87% | 5 |
|
|
2015
Q3 | $2.84M | Buy |
52,905
+51,310
| +3,217% | +$2.76M | 1.84% | 16 |
|
|
2015
Q2 | $99K | Hold |
1,595
| – | – | 0.06% | 105 |
|
|
2015
Q1 | $111K | Sell |
1,595
-760
| -32% | -$52.9K | 0.08% | 87 |
|
|
2014
Q4 | $175K | Buy |
+2,355
| New | +$175K | 0.12% | 73 |
|