Aspiriant LLC’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 | $4.33M | Sell |
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|
2025
Q2 | $3.98M | Buy |
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|
2025
Q1 | $2.76M | Buy |
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|
2024
Q4 | $2.57M | Sell |
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|
2024
Q3 | $2.56M | Sell |
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|
2024
Q2 | $4.21M | Buy |
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|
2024
Q1 | $3.1M | Buy |
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|
2023
Q4 | $2.34M | Buy |
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|
2023
Q3 | $2M | Sell |
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|
2023
Q2 | $2.07M | Buy |
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|
2023
Q1 | $1.7M | Buy |
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|
2022
Q4 | $265K | Sell |
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|
2022
Q3 | $578K | Sell |
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|
2022
Q2 | $733K | Sell |
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|
2022
Q1 | $1.34M | Sell |
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|
2021
Q4 | $1.63M | Buy |
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|
2021
Q3 | $1.32M | Buy |
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|
2021
Q2 | $544K | Buy |
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|
2021
Q1 | $437K | Buy |
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|
2020
Q4 | $390K | Sell |
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|
2020
Q3 | $369K | Buy |
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|
2020
Q2 | $268K | Hold |
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|
2020
Q1 | $206K | Buy |
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|
2019
Q4 | $225K | Hold |
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|
2019
Q3 | $200K | Sell |
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|
2019
Q2 | $465K | Buy |
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|
2019
Q1 | $421K | Buy |
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|
2018
Q4 | $248K | Sell |
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|
2018
Q3 | $318K | Buy |
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|
2018
Q2 | $293K | Sell |
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|
2018
Q1 | $282K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $227K | Sell |
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|
2017
Q2 | $371K | Buy |
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