Wharton Business 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 | $235K | Hold |
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|
2025
Q1 | $200K | Hold |
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|
2024
Q4 | $218K | Hold |
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|
2024
Q3 | $208K | Hold |
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|
2024
Q2 | $204K | Sell |
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|
2024
Q1 | $227K | Hold |
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|
2023
Q4 | $209K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $203K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $470K | Sell |
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|
2020
Q1 | $376K | Buy |
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|
2019
Q4 | $295K | Buy |
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|
2019
Q3 | $227K | Hold |
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|
2019
Q2 | $225K | Hold |
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|
2019
Q1 | $216K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $224K | Hold |
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|
2018
Q2 | $206K | Buy |
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