Truepoint Inc’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 | $774K | Buy |
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|
2025
Q1 | $634K | Buy |
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|
2024
Q4 | $223K | Sell |
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|
2024
Q3 | $938K | Hold |
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|
2024
Q2 | $921K | Buy |
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|
2024
Q1 | $819K | Sell |
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|
2023
Q4 | $899K | Sell |
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|
2023
Q3 | $1.25M | Buy |
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|
2023
Q2 | $744K | Buy |
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|
2023
Q1 | $621K | Sell |
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|
2022
Q4 | $562K | Sell |
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|
2022
Q3 | $1.95M | Buy |
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|
2022
Q2 | $1.19M | Buy |
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|
2022
Q1 | $1.43M | Buy |
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|
2021
Q4 | $1.18M | Buy |
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|
2021
Q3 | $935K | Hold |
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|
2021
Q2 | $926K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $829K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $424K | Sell |
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|
2019
Q3 | $447K | Buy |
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|
2019
Q2 | $422K | Buy |
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|
2019
Q1 | $330K | Buy |
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|
2018
Q4 | $246K | Hold |
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|
2018
Q3 | $296K | Hold |
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|
2018
Q2 | $274K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $548K | Sell |
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|
2016
Q4 | $903K | Hold |
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|
2016
Q3 | $847K | Hold |
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|
2016
Q2 | $767K | Hold |
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|
2016
Q1 | $779K | Buy |
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|
2015
Q4 | $351K | Buy |
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