Hamilton Point Investment Advisors’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
$836K Hold
2025
Q2
$768K Hold
2025
Q1
$653K Hold
2024
Q4
$711K Hold
2024
Q3
$680K Hold
2024
Q2
$668K Hold
2024
Q1
$618K Hold
2023
Q4
$570K Hold
2023
Q3
$499K Hold
2023
Q2
$515K Sell
2023
Q1
$448K Buy