Palo Alto Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Palo Alto Wealth Advisors’s Portfolio QQQ Stock Details QQQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$317K	Hold
2025 Q1	$296K	Sell
2024 Q4	$539K	Buy
2024 Q3	$522K	Sell
2024 Q2	$734K	Buy
2024 Q1	$467K	Buy