Oakwell Private 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
$5.51M Buy
2025
Q1
$4.5M Sell
2024
Q4
$5.04M Sell
2024
Q3
$4.91M Buy
2024
Q2
$4.78M Hold
2024
Q1
$4.43M Sell
2023
Q4
$4.12M Sell
2023
Q3
$3.6M Buy
2023
Q2
$3.7M Sell
2023
Q1
$3.31M Sell
2022
Q4
$2.79M Sell
2022
Q3
$2.97M Buy
2022
Q2
$3.01M Sell
2022
Q1
$4.15M Sell
2021
Q4
$4.63M Sell
2021
Q3
$4.28M Buy
2021
Q2
$4.04M Sell
2021
Q1
$7.64M Buy
2020
Q4
$7.34M Buy