Badgley Phelps Wealth Managers’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 | $2.74M | Sell |
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|
2025
Q2 | $2.54M | Sell |
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|
2025
Q1 | $2.34M | Sell |
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|
2024
Q4 | $2.68M | Sell |
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|
2024
Q3 | $2.63M | Buy |
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|
2024
Q2 | $2.57M | Sell |
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|
2024
Q1 | $2.47M | Buy |
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|
2023
Q4 | $2.11M | Hold |
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|
2023
Q3 | $1.85M | Sell |
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|
2023
Q2 | $2.06M | Sell |
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|
2023
Q1 | $1.82M | Sell |
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|
2022
Q4 | $1.68M | Buy |
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|
2022
Q3 | $1.69M | Buy |
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|
2022
Q2 | $1.7M | Buy |
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|
2022
Q1 | $985K | Sell |
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|
2021
Q4 | $1.23M | Sell |
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|
2021
Q3 | $1.19M | Buy |
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