Congress Wealth 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 | $18.5M | Sell |
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|
2025
Q1 | $36.8M | Buy |
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|
2024
Q4 | $36.8M | Buy |
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|
2024
Q3 | $33.4M | Buy |
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|
2024
Q2 | $4.61M | Buy |
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|
2024
Q1 | $4.09M | Sell |
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|
2023
Q4 | $4.31M | Buy |
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|
2023
Q3 | $3.01M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.06M | Sell |
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|
2022
Q4 | $1.88M | Buy |
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|
2022
Q3 | $1.82M | Sell |
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|
2022
Q2 | $1.93M | Sell |
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|
2022
Q1 | $10.4M | Sell |
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|
2021
Q4 | $47.1M | Buy |
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