WP
Westmount Partners’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.63M | Buy |
8,399
+93
| +1% | +$51.3K | 1.27% | 16 |
|
|
2025
Q1 | $3.89M | Buy |
8,306
+64
| +0.8% | +$30K | 1.19% | 17 |
|
|
2024
Q4 | $4.21M | Buy |
8,242
+167
| +2% | +$85.4K | 1.28% | 17 |
|
|
2024
Q3 | $3.94M | Sell |
8,075
-320
| -4% | -$156K | 1.19% | 18 |
|
|
2024
Q2 | $4.05M | Buy |
8,395
+10
| +0.1% | +$4.82K | 1.34% | 14 |
|
|
2024
Q1 | $3.72M | Buy |
8,385
+269
| +3% | +$119K | 1.34% | 17 |
|
|
2023
Q4 | $3.32M | Sell |
8,116
-61
| -0.7% | -$25K | 1.36% | 13 |
|
|
2023
Q3 | $2.93M | Buy |
8,177
+442
| +6% | +$158K | 1.29% | 15 |
|
|
2023
Q2 | $2.86M | Sell |
7,735
-143
| -2% | -$52.8K | 1.24% | 17 |
|
|
2023
Q1 | $2.53M | Buy |
7,878
+73
| +0.9% | +$23.4K | 1.17% | 19 |
|
|
2022
Q4 | $2.08M | Buy |
+7,805
| New | +$2.08M | 1.08% | 20 |
|