Moulton 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
2026
Q1
Sell
2025
Q4
$1.14M Sell
2025
Q3
$1.19M Buy
2025
Q2
$930K Buy
2025
Q1
$711K Buy
2024
Q4
$335K Sell
2024
Q3
$356K Buy
2021
Q4
Sell
2021
Q3
$3.17M Buy
2021
Q1
Sell
2020
Q4
$209K Buy
2020
Q1
Sell
2019
Q4
$9.17M Buy