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Univest Financial’s Invesco QQQ Trust QQQ Stock Holding History

Univest Financial’s Portfolio QQQ Stock Details QQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.26M Hold
2,280
– – 0.08% 142
2025
Q1 		$1.07M Sell
2,280
-228
-9% -$107K 0.07% 152
2024
Q4 		$1.28M Sell
2,508
-76
-3% -$38.9K 0.08% 143
2024
Q3 		$1.26M Buy
+2,584
New +$1.26M 0.08% 137