Litman Gregory Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Litman Gregory Wealth Management’s Portfolio QQQ Stock Details QQQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.56M	Sell
2025 Q2	$2.49M	Buy
2025 Q1	$2.12M	Buy
2024 Q4	$713K	Hold
2024 Q3	$680K	Buy
2024 Q2	$229K	Buy
2021 Q2	–	Sell
2021 Q1	$78K	Hold
2020 Q4	$76K	Hold
2020 Q3	$68K	Hold
2020 Q2	$60K	Buy