Von Berge Wealth Management 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 | – | Sell |
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|
2025
Q2 | $687K | Sell |
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|
2025
Q1 | $617K | Hold |
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|
2024
Q4 | $690K | Hold |
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|
2024
Q3 | $667K | Buy |
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|
2024
Q2 | $635K | Buy |
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|
2024
Q1 | $584K | Buy |
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|
2023
Q4 | $537K | Hold |
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|
2023
Q3 | $469K | Hold |
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|
2023
Q2 | $484K | Hold |
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|
2023
Q1 | $420K | Hold |
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|
2022
Q4 | $388K | Sell |
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|
2022
Q3 | $411K | Hold |
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|
2022
Q2 | $441K | Hold |
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|
2022
Q1 | $522K | Buy |
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|
2021
Q4 | $550K | Buy |
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