Appleton Partners’s Invesco QQQ Trust QQQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.46M | Buy |
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|
2025
Q2 | $1.28M | Sell |
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|
2025
Q1 | $1.25M | Buy |
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|
2024
Q4 | $1.27M | Sell |
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|
2024
Q3 | $1.25M | Sell |
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|
2024
Q2 | $1.24M | Sell |
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|
2024
Q1 | $1.17M | Sell |
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|
2023
Q4 | $1.1M | Buy |
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|
2023
Q3 | $941K | Sell |
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|
2023
Q2 | $997K | Sell |
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|
2023
Q1 | $945K | Sell |
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|
2022
Q4 | $835K | Buy |
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|
2022
Q3 | $753K | Sell |
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|
2022
Q2 | $826K | Sell |
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|
2022
Q1 | $1.31M | Buy |
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|
2021
Q4 | $1.11M | Buy |
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|
2021
Q3 | $845K | Buy |
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|
2021
Q2 | $780K | Sell |
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|
2021
Q1 | $735K | Sell |
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|
2020
Q4 | $777K | Buy |
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|
2020
Q3 | $670K | Buy |
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|
2020
Q2 | $559K | Buy |
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|
2020
Q1 | $416K | Sell |
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|
2019
Q4 | $475K | Sell |
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|
2019
Q3 | $430K | Sell |
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|
2019
Q2 | $550K | Buy |
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|
2019
Q1 | $501K | Buy |
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|
2018
Q4 | $386K | Sell |
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|
2018
Q3 | $690K | Sell |
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|
2018
Q2 | $679K | Buy |
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|
2018
Q1 | $440K | Buy |
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|
2017
Q4 | $317K | Buy |
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|
2017
Q3 | $286K | Buy |
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|
2017
Q2 | $220K | Sell |
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|
2017
Q1 | $215K | Buy |
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