Aull & Monroe Investment 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
$309K Sell
2025
Q1
$333K Sell
2024
Q4
$450K Hold
2024
Q3
$430K Hold
2024
Q2
$422K Hold
2024
Q1
$391K Hold
2023
Q4
$360K Buy
2023
Q3
$254K Hold
2023
Q2
$262K Sell
2023
Q1
$234K Buy
2022
Q2
Sell
2022
Q1
$230K Hold
2021
Q4
$253K Hold
2021
Q3
$227K Hold
2021
Q2
$225K Hold
2021
Q1
$203K Sell
2020
Q4
$209K Buy