Congress Asset 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
Q3
$242K Sell
2025
Q2
$233K Sell
2025
Q1
$205K Hold
2024
Q4
$224K Buy
2024
Q3
$213K Sell
2024
Q2
$233K Buy
2024
Q1
$215K Buy
2022
Q1
Sell
2021
Q4
$363K Buy
2021
Q3
$326K Buy
2021
Q2
$323K Buy
2021
Q1
$290K Buy
2014
Q2
Sell
2014
Q1
$263K Buy