Meridian Financial Partners’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
$912K Sell
2025
Q2
$913K Buy
2025
Q1
$755K Sell
2024
Q4
$891K Sell
2024
Q3
$882K Buy
2024
Q1
Sell
2023
Q4
$728K Sell
2023
Q3
$643K Buy
2022
Q3
Sell
2022
Q2
$577K Buy
2022
Q1
Sell
2021
Q4
$685K Sell
2021
Q3
$677K Sell
2021
Q2
$681K Buy
2021
Q1
$606K Sell
2020
Q4
$596K Hold
2020
Q3
$516K Buy
2020
Q2
$432K Buy