Falcon Wealth 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 | $59.9M | Buy |
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|
2025
Q2 | $53.7M | Buy |
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|
2025
Q1 | $41.5M | Buy |
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|
2024
Q4 | $37.1M | Buy |
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|
2024
Q3 | $33.6M | Buy |
|
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|
2024
Q2 | $31.3M | Buy |
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|
2024
Q1 | $24.3M | Buy |
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|
2023
Q4 | $19M | Buy |
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|
2023
Q3 | $892K | Buy |
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|
2023
Q2 | $748K | Buy |
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|
2023
Q1 | $599K | Buy |
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|
2022
Q4 | $493K | Buy |
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|
2022
Q3 | $377K | Hold |
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|
2022
Q2 | $395K | Sell |
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|
2022
Q1 | $522K | Buy |
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|
2021
Q4 | $289K | Buy |
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|
2021
Q3 | $256K | Buy |
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