Aprio Wealth Management’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
Q2 | $4.4M | Buy |
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|
2025
Q1 | $3.68M | Buy |
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|
2024
Q4 | $3.87M | Sell |
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|
2024
Q3 | $3.71M | Buy |
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|
2024
Q2 | $3.6M | Sell |
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|
2024
Q1 | $3.62M | Buy |
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|
2023
Q4 | $2.14M | Sell |
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|
2023
Q3 | $3.03M | Buy |
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|
2023
Q2 | $2.42M | Buy |
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|
2023
Q1 | $1.06M | Sell |
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|
2022
Q4 | $1.03M | Sell |
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|
2022
Q3 | $1.06M | Buy |
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|
2022
Q2 | $559K | Sell |
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|
2022
Q1 | $1.55M | Sell |
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|
2021
Q4 | $6.99M | Buy |
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|
2021
Q3 | $6.07M | Buy |
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|
2021
Q2 | $5.66M | Buy |
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|
2020
Q4 | $6.85M | Buy |
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|
2020
Q3 | $5.55M | Sell |
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|
2020
Q2 | $6.77M | Buy |
|