Everhart Financial Group’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
$936K Buy
2025
Q2
$780K Sell
2025
Q1
$674K Sell
2024
Q4
$763K Sell
2024
Q3
$733K Buy
2024
Q2
$375K Buy
2024
Q1
$335K Buy
2023
Q4
$282K Buy
2022
Q4
Sell
2022
Q3
$203K Buy