Montis Financial’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 | $1.24M | Buy |
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|
2025
Q2 | $722K | Sell |
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|
2025
Q1 | $688K | Hold |
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|
2024
Q4 | $751K | Hold |
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|
2024
Q3 | $717K | Sell |
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|
2024
Q2 | $706K | Sell |
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|
2024
Q1 | $682K | Buy |
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|
2023
Q4 | $627K | Buy |
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|
2023
Q3 | $401K | Sell |
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|
2023
Q2 | $502K | Buy |
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|
2023
Q1 | $426K | Hold |
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|
2022
Q4 | $353K | Hold |
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|
2022
Q3 | $355K | Hold |
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|
2022
Q2 | $372K | Sell |
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|
2022
Q1 | $612K | Hold |
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|
2021
Q4 | $672K | Hold |
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|
2021
Q3 | $595K | Hold |
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|
2021
Q2 | $598K | Hold |
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|
2021
Q1 | $548K | Hold |
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|
2020
Q4 | $539K | Buy |
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