Williams Jones Wealth Management’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 | $6.2M | Sell |
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|
2025
Q1 | $5.5M | Buy |
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|
2024
Q4 | $5.92M | Sell |
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|
2024
Q3 | $12.7M | Sell |
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|
2024
Q2 | $12.7M | Buy |
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|
2024
Q1 | $11.4M | Buy |
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|
2023
Q4 | $10.3M | Buy |
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|
2023
Q3 | $8.5M | Buy |
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|
2023
Q2 | $8.71M | Sell |
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|
2023
Q1 | $22.9M | Buy |
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|
2022
Q4 | $18.9M | Sell |
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|
2022
Q3 | $30.3M | Sell |
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|
2022
Q2 | $31.9M | Sell |
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|
2022
Q1 | $41.9M | Sell |
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|
2021
Q4 | $54M | Buy |
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|
2021
Q3 | $48.2M | Sell |
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|
2021
Q2 | $48.1M | Buy |
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|
2021
Q1 | $41M | Buy |
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|
2020
Q4 | $40.2M | Sell |
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|
2020
Q3 | $38.8M | Sell |
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|
2020
Q2 | $37.2M | Buy |
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|
2020
Q1 | $24.5M | Sell |
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|
2019
Q4 | $63.7M | Buy |
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|
2019
Q3 | $56.3M | Buy |
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