Kelman-Lazarov Inc’s Invesco QQQ Trust QQQ Stock Holding History

Kelman-Lazarov Inc’s Portfolio QQQ Stock Details QQQ Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.08M	Buy
2025 Q4	$668K	Buy
2025 Q3	$464K	Buy
2017 Q1	–	Sell
2016 Q4	$134K	Hold
2016 Q3	$134K	Sell
2016 Q2	$143K	Buy
2016 Q1	$124K	Buy