WR Wealth Planners’s Qualcomm QCOM Stock Holding History

WR Wealth Planners’s Portfolio QCOM Stock Details QCOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$38.9K	Sell	253 -127	-33%	-$20.8K	0.01%	346
2024 Q3	$64.6K	Buy	380 +64	+20%	+$11.3K	0.02%	301
2024 Q2	$62.9K	Buy	316 +34	+12%	+$6.42K	0.02%	301
2024 Q1	$47.7K	Buy	+282	New	+$43.6K	0.01%	340
2023 Q4	–	Sell	-169	Closed	-$18.8K	–	689
2023 Q3	$18.8K	Buy	169 +17	+11%	+$1.97K	0.01%	438
2023 Q2	$18.1K	Sell	152 -25	-14%	-$2.87K	0.01%	450
2023 Q1	$22.6K	Buy	177 +158	+832%	+$19.6K	0.01%	413
2022 Q4	$2.09K	Sell	19 -30	-61%	-$3.51K	﹤0.01%	389
2022 Q3	$5.54K	Buy	49 +30	+158%	+$4.12K	﹤0.01%	306
2022 Q2	$2.43K	Hold	19	–	–	﹤0.01%	404
2022 Q1	$2.9K	Buy	+19	New	+$3.19K	﹤0.01%	404

Other funds holding QCOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WR Wealth Planners's QCOM Position: Q4 2024 in Review

WR Wealth Planners reduced its Qualcomm (QCOM) stake by 33% in Q4 2024, selling an estimated $20.8K and leaving 253 shares worth $38.9K. The position accounts for 0.01% of the portfolio, ranked #346.

WR Wealth Planners first reported a position in QCOM in Q1 2022 and has held it in 11 quarters since. The position peaked at $64.6K in Q3 2024. 2,784 funds tracked by Wall St. Rank hold QCOM as of Q4 2024.

WR Wealth Planners held 253 shares of Qualcomm worth $38.9K as of Q4 2024.
WR Wealth Planners sold 127 Qualcomm shares in Q4 2024, an estimated $20.8K.
Qualcomm made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #346 holding.
WR Wealth Planners first reported a position in Qualcomm in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Qualcomm position peaked at $64.6K in Q3 2024.
2,784 funds tracked by Wall St. Rank held Qualcomm as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.