Jeppson 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
Q3 | $1.44M | Buy |
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|
2025
Q2 | $1.33M | Sell |
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|
2025
Q1 | $1.22M | Buy |
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|
2024
Q4 | $1.23M | Buy |
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|
2024
Q3 | $1.14M | Sell |
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|
2024
Q2 | $1.12M | Buy |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $950K | Buy |
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|
2023
Q3 | $830K | Buy |
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|
2023
Q2 | $855K | Buy |
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|
2023
Q1 | $742K | Sell |
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|
2022
Q4 | $628K | Sell |
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|
2022
Q3 | $631K | Buy |
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|
2022
Q2 | $647K | Buy |
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|
2022
Q1 | $835K | Buy |
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|
2021
Q4 | $914K | Buy |
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|
2021
Q3 | $821K | Buy |
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|
2021
Q2 | $812K | Buy |
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|
2021
Q1 | $731K | Hold |
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|
2020
Q4 | $719K | Buy |
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|
2020
Q3 | $636K | Buy |
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