The Family Firm’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
Sell
2025
Q1
$382K Hold
2024
Q4
$416K Buy
2024
Q3
$373K Buy
2024
Q2
$354K Buy
2024
Q1
$318K Buy
2023
Q4
$293K Buy
2023
Q3
$235K Hold
2023
Q2
$243K Buy
2023
Q1
$210K Buy
2022
Q1
Sell
2021
Q4
$212K Buy