GeoWealth 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 | $1.99M | Sell |
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|
2025
Q1 | $1.89M | Sell |
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|
2024
Q4 | $12.8M | Sell |
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|
2024
Q3 | $15.9M | Buy |
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|
2024
Q2 | $3.47M | Buy |
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|
2024
Q1 | $3.13M | Sell |
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|
2023
Q4 | $3.1M | Sell |
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|
2023
Q3 | $4.09M | Sell |
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|
2023
Q2 | $4.32M | Sell |
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|
2023
Q1 | $5.47M | Sell |
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|
2022
Q4 | $5.64M | Sell |
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|
2022
Q3 | $6.54M | Buy |
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|
2022
Q2 | $6.27M | Sell |
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|
2022
Q1 | $8.61M | Sell |
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|
2021
Q4 | $26.7M | Buy |
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|
2021
Q3 | $10.7M | Buy |
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|
2021
Q2 | $7.99M | Buy |
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|
2021
Q1 | $6.9M | Sell |
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|
2020
Q4 | $18.7M | Buy |
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|
2020
Q3 | $10.8M | Buy |
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|
2020
Q2 | $3.6M | Buy |
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|
2020
Q1 | $2.76M | Buy |
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|
2019
Q4 | $2.69M | Buy |
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|
2019
Q3 | $620K | Buy |
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