Pacific Capital Wealth Advisors’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 | $41.9M | Buy |
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|
2025
Q2 | $36.3M | Sell |
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|
2025
Q1 | $34.6M | Buy |
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|
2024
Q4 | $36.4M | Buy |
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|
2024
Q3 | $32.1M | Buy |
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|
2024
Q2 | $28M | Buy |
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|
2024
Q1 | $18.8M | Buy |
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|
2023
Q4 | $17.3M | Buy |
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|
2023
Q3 | $14.9M | Buy |
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|
2023
Q2 | $15.3M | Buy |
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|
2023
Q1 | $12.5M | Sell |
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|
2022
Q4 | $10.7M | Sell |
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|
2022
Q3 | $11.5M | Buy |
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|
2022
Q2 | $11.4M | Buy |
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|
2022
Q1 | $12.7M | Buy |
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|
2021
Q4 | $12M | Buy |
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|
2021
Q3 | $8.32M | Buy |
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|
2021
Q2 | $6.39M | Sell |
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|
2021
Q1 | $5.79M | Sell |
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|
2020
Q4 | $7.95M | Sell |
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|
2020
Q3 | $7.13M | Sell |
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|
2020
Q2 | $6.37M | Buy |
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|
2020
Q1 | $4.88M | Sell |
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|
2019
Q4 | $5.56M | Buy |
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