Obermeyer Wealth 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 | $27.7M | Buy |
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|
2025
Q2 | $21.5M | Buy |
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|
2025
Q1 | $17.5M | Buy |
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|
2024
Q4 | $18.4M | Buy |
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|
2024
Q3 | $16.8M | Buy |
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|
2024
Q2 | $16.4M | Buy |
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|
2024
Q1 | $15M | Buy |
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|
2023
Q4 | $9.82M | Buy |
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|
2023
Q3 | $5.69M | Buy |
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|
2023
Q2 | $4.34M | Buy |
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|
2023
Q1 | $3.77M | Sell |
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|
2022
Q4 | $3.12M | Buy |
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|
2022
Q3 | $2.15M | Buy |
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|
2022
Q2 | $2.21M | Buy |
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|
2022
Q1 | $2.83M | Buy |
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|
2021
Q4 | $1.37M | Buy |
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|
2021
Q3 | $1.16M | Buy |
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|
2021
Q2 | $920K | Hold |
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|
2021
Q1 | $828K | Buy |
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