Laird Norton Wetherby 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
Q2 | $3.3M | Buy |
|
|||||
|
2024
Q4 | $3.08M | Buy |
|
|||||
|
2024
Q3 | $2.93M | Sell |
|
|||||
|
2024
Q2 | $2.9M | Buy |
|
|||||
|
2024
Q1 | $2.47M | Buy |
|
|||||
|
2023
Q4 | $2.24M | Buy |
|
|||||
|
2023
Q3 | $1.6M | Sell |
|
|||||
|
2023
Q2 | $1.67M | Buy |
|
|||||
|
2023
Q1 | $1.35M | Buy |
|
|||||
|
2022
Q4 | $1.12M | Buy |
|
|||||
|
2022
Q3 | $1.06M | Sell |
|
|||||
|
2022
Q2 | $1.14M | Sell |
|
|||||
|
2022
Q1 | $1.5M | Buy |
|
|||||
|
2021
Q4 | $1.63M | Buy |
|
|||||
|
2021
Q3 | $1.43M | Hold |
|
|||||
|
2021
Q2 | $1.42M | Buy |
|
|||||
|
2021
Q1 | $1.09M | Sell |
|
|||||
|
2020
Q4 | $1.59M | Buy |
|
|||||
|
2020
Q3 | $1.18M | Buy |
|
|||||
|
2020
Q2 | $716K | Buy |
|
|||||
|
2020
Q1 | $466K | Buy |
|
|||||
|
2019
Q4 | $515K | Hold |
|
|||||
|
2019
Q3 | $458K | Buy |
|
|||||
|
2019
Q2 | $442K | Hold |
|
|||||
|
2019
Q1 | $425K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $223K | Hold |
|
|||||
|
2018
Q2 | $206K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $296K | Hold |
|
|||||
|
2017
Q3 | $276K | Sell |
|
|||||
|
2017
Q2 | $364K | Buy |
|
|||||
|
2017
Q1 | $351K | Sell |
|
|||||
|
2016
Q4 | $400K | Buy |
|
|||||
|
2016
Q3 | $350K | Buy |
|
|||||
|
2016
Q2 | $274K | Sell |
|
|||||
|
2016
Q1 | $350K | Buy |
|
|||||
|
2015
Q4 | $332K | Sell |
|
|||||
|
2015
Q3 | $392K | Sell |
|
|||||
|
2015
Q2 | $416K | Hold |
|
|||||
|
2015
Q1 | $409K | Buy |
|
|||||
|
2014
Q4 | $393K | Buy |
|
|||||
|
2014
Q3 | – | Sell |
|
|||||
|
2014
Q2 | $219K | Buy |
|