VWA
V Wealth Advisors’s Qualcomm QCOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $712K | Sell |
6,408
-4,699
| -42% | -$522K | 0.57% | 35 |
|
|
2023
Q2 | $1.32M | Buy |
11,107
+1,266
| +13% | +$151K | 0.22% | 96 |
|
|
2023
Q1 | $1.26M | Buy |
9,841
+1,589
| +19% | +$203K | 0.24% | 94 |
|
|
2022
Q4 | $907K | Buy |
8,252
+968
| +13% | +$106K | 0.19% | 127 |
|
|
2022
Q3 | $823K | Buy |
7,284
+637
| +10% | +$72K | 0.16% | 136 |
|
|
2022
Q2 | $849K | Buy |
6,647
+833
| +14% | +$106K | 0.16% | 153 |
|
|
2022
Q1 | $889K | Buy |
5,814
+564
| +11% | +$86.2K | 0.14% | 165 |
|
|
2021
Q4 | $960K | Sell |
5,250
-468
| -8% | -$85.6K | 0.14% | 162 |
|
|
2021
Q3 | $737K | Buy |
5,718
+163
| +3% | +$21K | 0.11% | 186 |
|
|
2021
Q2 | $794K | Sell |
5,555
-1,552
| -22% | -$222K | 0.13% | 187 |
|
|
2021
Q1 | $942K | Buy |
7,107
+94
| +1% | +$12.5K | 0.17% | 151 |
|
|
2020
Q4 | $1.07M | Buy |
7,013
+910
| +15% | +$139K | 0.22% | 120 |
|
|
2020
Q3 | $718K | Sell |
6,103
-1,463
| -19% | -$172K | 0.5% | 53 |
|
|
2020
Q2 | $690K | Buy |
7,566
+2,933
| +63% | +$267K | 0.18% | 144 |
|
|
2020
Q1 | $314K | Buy |
4,633
+27
| +0.6% | +$1.83K | 0.1% | 212 |
|
|
2019
Q4 | $351K | Hold |
4,606
| – | – | 0.13% | 181 |
|
|
2019
Q3 | $351K | Buy |
4,606
+1,369
| +42% | +$104K | 0.13% | 182 |
|
|
2019
Q2 | $247K | Sell |
3,237
-511
| -14% | -$39K | 0.09% | 223 |
|
|
2019
Q1 | $323K | Buy |
+3,748
| New | +$323K | 0.13% | 167 |
|
|
2017
Q3 | – | Sell |
-1,059
| Closed | -$58K | – | 584 |
|
|
2017
Q2 | $58K | Buy |
+1,059
| New | +$58K | 0.03% | 294 |
|