WealthPlan Investment Management’s Qualcomm QCOM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $305K | Buy |
+1,917
| New | +$305K | 0.02% | 289 |
|
2024
Q4 | – | Sell |
-1,709
| Closed | -$291K | – | 276 |
|
2024
Q3 | $291K | Sell |
1,709
-198
| -10% | -$33.7K | 0.03% | 211 |
|
2024
Q2 | $380K | Buy |
1,907
+202
| +12% | +$40.2K | 0.06% | 133 |
|
2024
Q1 | $289K | Buy |
+1,705
| New | +$289K | 0.04% | 156 |
|
2023
Q2 | – | Sell |
-1,503
| Closed | -$192K | – | 447 |
|
2023
Q1 | $192K | Sell |
1,503
-1,489
| -50% | -$190K | 0.03% | 161 |
|
2022
Q4 | $391K | Sell |
2,992
-113
| -4% | -$14.8K | 0.03% | 281 |
|
2022
Q3 | $367K | Buy |
+3,105
| New | +$367K | 0.03% | 279 |
|
2022
Q1 | $341K | Buy |
+2,443
| New | +$341K | 0.02% | 300 |
|