Primoris 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 | $459K | Buy |
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|
2025
Q2 | $391K | Buy |
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|
2025
Q1 | $327K | Buy |
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|
2024
Q4 | $348K | Hold |
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|
2024
Q3 | $332K | Sell |
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|
2024
Q2 | $451K | Buy |
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|
2024
Q1 | $307K | Sell |
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|
2023
Q4 | $290K | Buy |
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|
2023
Q3 | $249K | Buy |
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|
2023
Q2 | $248K | Buy |
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|
2023
Q1 | $210K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $346K | Buy |
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|
2022
Q1 | $297K | Hold |
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|
2021
Q4 | $327K | Buy |
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