Briaud Financial Planning’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 | $36.3M | Sell |
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|
2025
Q2 | $33.5M | Sell |
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|
2025
Q1 | $28.5M | Sell |
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|
2024
Q4 | $31.2M | Sell |
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|
2024
Q3 | $30.2M | Buy |
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|
2024
Q2 | $29.6M | Buy |
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|
2024
Q1 | $143K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $115K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $210K | Hold |
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|
2021
Q4 | $230K | Hold |
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|
2021
Q3 | $207K | Hold |
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|
2021
Q2 | $205K | Buy |
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