XWM
Xcel Wealth Management’s Qualcomm QCOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,476
| Closed | -$250K | – | 126 |
|
|
2024
Q1 | $250K | Sell |
1,476
-3,699
| -71% | -$626K | 0.08% | 111 |
|
|
2023
Q4 | $748K | Sell |
5,175
-943
| -15% | -$136K | 0.26% | 64 |
|
|
2023
Q3 | $679K | Sell |
6,118
-14,330
| -70% | -$1.59M | 0.27% | 64 |
|
|
2023
Q2 | $2.43M | Sell |
20,448
-9,015
| -31% | -$1.07M | 0.77% | 36 |
|
|
2023
Q1 | $3.76M | Sell |
29,463
-55
| -0.2% | -$7.02K | 1.32% | 21 |
|
|
2022
Q4 | $3.25M | Sell |
29,518
-3,800
| -11% | -$418K | 1.28% | 21 |
|
|
2022
Q3 | $3.76M | Buy |
33,318
+3,080
| +10% | +$348K | 1.4% | 22 |
|
|
2022
Q2 | $3.86M | Buy |
30,238
+8,667
| +40% | +$1.11M | 1.41% | 21 |
|
|
2022
Q1 | $3.3M | Buy |
21,571
+6,302
| +41% | +$963K | 0.9% | 33 |
|
|
2021
Q4 | $2.79M | Buy |
15,269
+5
| +0% | +$914 | 0.72% | 42 |
|
|
2021
Q3 | $1.97M | Buy |
15,264
+230
| +2% | +$29.7K | 0.57% | 51 |
|
|
2021
Q2 | $2.15M | Buy |
15,034
+1,530
| +11% | +$219K | 0.65% | 44 |
|
|
2021
Q1 | $1.79M | Buy |
13,504
+7,570
| +128% | +$1M | 0.64% | 39 |
|
|
2020
Q4 | $903K | Buy |
5,934
+70
| +1% | +$10.7K | 0.39% | 58 |
|
|
2020
Q3 | $690K | Sell |
5,864
-500
| -8% | -$58.8K | 0.35% | 59 |
|
|
2020
Q2 | $580K | Buy |
6,364
+900
| +16% | +$82K | 0.36% | 57 |
|
|
2020
Q1 | $369K | Buy |
5,464
+1,700
| +45% | +$115K | 0.33% | 57 |
|
|
2019
Q4 | $332K | Hold |
3,764
| – | – | 0.28% | 56 |
|
|
2019
Q3 | $287K | Hold |
3,764
| – | – | 0.27% | 56 |
|
|
2019
Q2 | $286K | Hold |
3,764
| – | – | 0.28% | 64 |
|
|
2019
Q1 | $214K | Sell |
3,764
-700
| -16% | -$39.8K | 0.22% | 75 |
|
|
2018
Q4 | $254K | Buy |
+4,464
| New | +$254K | 0.31% | 54 |
|