Summit Wealth & Retirement Planning’s Qualcomm QCOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $411K | Buy |
2,580
+200
| +8% | +$31.8K | 0.11% | 63 |
|
|
2025
Q1 | $366K | Hold |
2,380
| – | – | 0.11% | 55 |
|
|
2024
Q4 | $366K | Hold |
2,380
| – | – | 0.11% | 54 |
|
|
2024
Q3 | $405K | Buy |
2,380
+85
| +4% | +$14.5K | 0.13% | 46 |
|
|
2024
Q2 | $457K | Hold |
2,295
| – | – | 0.16% | 41 |
|
|
2024
Q1 | $388K | Buy |
+2,295
| New | +$388K | 0.14% | 46 |
|
|
2021
Q2 | – | Sell |
-2,090
| Closed | -$277K | – | 95 |
|
|
2021
Q1 | $277K | Buy |
2,090
+100
| +5% | +$13.3K | 0.1% | 83 |
|
|
2020
Q4 | $303K | Buy |
1,990
+33
| +2% | +$5.03K | 0.11% | 93 |
|
|
2020
Q3 | $230K | Buy |
+1,957
| New | +$230K | 0.1% | 99 |
|