Number of Shares
159,263.00
Current Holdings Value*
$25.36 Mil
% of Portfolio
3.24%
Total Estimate Gain
$-3.50 Mil
% of Total Estimate Gain
-12.06%

Philip James Wealth Mangement, LLC's Qualcomm Inc Holding Summary

As of 2025-06-30, Philip James Wealth Mangement, LLC held 159,263.00 shares of Qualcomm Inc(QCOM), totaling $25.36 Mil. This investment constitutes 3.24% of their stock portfolio, and Philip James Wealth Mangement, LLC now holds 0.01% of the outstanding Qualcomm Inc(QCOM) stock.

The initial trade took place in 2024Q1. And since then Philip James Wealth Mangement, LLC has made 3 purchases of QCOM, at an average price of $176.38, for a total of 164,444.00 shares. In addition, there have been 3 sales at an average price of $164.35 for 5,181.00 shares. Based on historical transaction data and QCOM's current price of $154.80, Philip James Wealth Mangement, LLC's estimated gain on his QCOM holdings is $-3.50 Mil, reflecting a -12.06% gain to date.

Philip James Wealth Mangement, LLC QCOM ($154.80) Holding Chart

Philip James Wealth Mangement, LLC QCOM ($154.80) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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