Vishria Bird Financial 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
Q2
$13.5M Sell
2025
Q1
$11.6M Sell
2024
Q4
$12.9M Sell
2024
Q3
$12.4M Sell
2024
Q2
$12.2M Sell
2024
Q1
$11.3M Sell
2023
Q4
$10.4M Sell
2023
Q3
$9.22M Sell
2023
Q2
$9.51M Sell
2023
Q1
$8.27M Sell
2022
Q4
$6.98M Buy
2022
Q3
$6.93M Buy
2022
Q2
$7.2M Buy
2020
Q4
Sell
2020
Q3
$307K Hold
2020
Q2
$274K Hold
2020
Q1
$211K Hold
2019
Q4
$235K Buy