TrinityPoint Wealth’s Qualcomm QCOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$3.13M Buy
20,358
+560
+3% +$91.7K 0.44% 60
2024
Q3
$3.37M Buy
19,798
+95
+0.5% +$16.8K 0.48% 53
2024
Q2
$3.92M Sell
19,703
-4,861
-20% -$918K 0.61% 36
2024
Q1
$4.16M Sell
24,564
-393
-2% -$60.7K 0.69% 32
2023
Q4
$3.61M Sell
24,957
-1,072
-4% -$133K 0.65% 29
2023
Q3
$2.89M Sell
26,029
-35,439
-58% -$4.11M 0.58% 44
2023
Q2
$7.32M Buy
61,468
+367
+0.6% +$42.2K 1.43% 13
2023
Q1
$7.8M Buy
61,101
+1,380
+2% +$172K 1.67% 10
2022
Q4
$6.57M Sell
59,721
-7,394
-11% -$865K 1.49% 14
2022
Q3
$7.58M Sell
67,115
-2,857
-4% -$393K 1.73% 10
2022
Q2
$8.94M Sell
69,972
-1,288
-2% -$175K 1.98% 9
2022
Q1
$10.9M Buy
71,260
+46,542
+188% +$7.81M 1.97% 7
2021
Q4
$4.52M Buy
24,718
+34
+0.1% +$5.44K 0.8% 29
2021
Q3
$3.18M Buy
24,684
+1,558
+7% +$221K 0.61% 44
2021
Q2
$3.31M Buy
23,126
+1,454
+7% +$197K 0.68% 40
2021
Q1
$2.87M Sell
21,672
-916
-4% -$132K 0.67% 44
2020
Q4
$3.67M Buy
22,588
+5,063
+29% +$705K 0.88% 27
2020
Q3
$2.06M Sell
17,525
-91
-0.5% -$9.72K 0.57% 48
2020
Q2
$1.61M Sell
17,616
-6
-0% -$481 0.51% 52
2020
Q1
$1.19M Buy
17,622
+1,587
+10% +$130K 0.47% 59
2019
Q4
$1.42M Sell
16,035
-81
-0.5% -$6.78K 0.48% 55
2019
Q3
$1.37M Buy
16,116
+380
+2% +$28.6K 0.48% 56
2019
Q2
$1.19M Sell
15,736
-1,136
-7% -$83.2K 0.57% 47
2019
Q1
$962K Buy
16,872
+1,529
+10% +$82.5K 0.47% 60
2018
Q4
$873K Buy
+15,343
New +$932K 0.54% 54

Other funds holding QCOM

TrinityPoint Wealth's QCOM Position: Q4 2024 in Review

TrinityPoint Wealth increased its Qualcomm (QCOM) stake by 2.8% in Q4 2024, buying an estimated $91.7K and bringing the position to 20,358 shares worth $3.13M. The position accounts for 0.44% of the portfolio, ranked #60.

TrinityPoint Wealth first reported a position in QCOM in Q4 2018 and has held it in 25 quarters since. The position peaked at $10.9M in Q1 2022. 2,783 funds tracked by Wall St. Rank hold QCOM as of Q4 2024.

  • TrinityPoint Wealth held 20,358 shares of Qualcomm worth $3.13M as of Q4 2024.
  • TrinityPoint Wealth bought 560 Qualcomm shares in Q4 2024, an estimated $91.7K.
  • Qualcomm made up 0.44% of TrinityPoint Wealth's portfolio in Q4 2024, its #60 holding.
  • TrinityPoint Wealth first reported a position in Qualcomm in Q4 2018 and has held it in 25 quarters since.
  • TrinityPoint Wealth's Qualcomm position peaked at $10.9M in Q1 2022.
  • 2,783 funds tracked by Wall St. Rank held Qualcomm as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.