Ullmann Wealth Partners Group’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 | $1.54M | Sell |
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|
2025
Q2 | $1.42M | Buy |
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|
2025
Q1 | $1.21M | Buy |
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|
2024
Q4 | $1.27M | Buy |
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|
2024
Q3 | $1.21M | Buy |
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|
2024
Q2 | $1.19M | Sell |
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|
2024
Q1 | $1.11M | Buy |
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|
2023
Q4 | $1.02M | Buy |
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|
2023
Q3 | $870K | Buy |
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|
2023
Q2 | $770K | Sell |
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|
2023
Q1 | $734K | Buy |
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|
2022
Q4 | $595K | Sell |
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|
2022
Q3 | $640K | Buy |
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|
2022
Q2 | $604K | Buy |
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|
2022
Q1 | $773K | Hold |
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|
2021
Q4 | $848K | Buy |
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|
2021
Q3 | $353K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $25K | Hold |
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|
2017
Q1 | $24K | Buy |
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