YHB Investment Advisors’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 | $4.47M | Buy |
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|
2025
Q2 | $3.97M | Buy |
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|
2025
Q1 | $3.37M | Buy |
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|
2024
Q4 | $3.44M | Sell |
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|
2024
Q3 | $3.4M | Buy |
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|
2024
Q2 | $3.3M | Buy |
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|
2024
Q1 | $2.98M | Sell |
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|
2023
Q4 | $2.82M | Sell |
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|
2023
Q3 | $2.52M | Buy |
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|
2023
Q2 | $2.58M | Sell |
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|
2023
Q1 | $2.38M | Sell |
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|
2022
Q4 | $2.03M | Sell |
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|
2022
Q3 | $2.09M | Buy |
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|
2022
Q2 | $2.15M | Sell |
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|
2022
Q1 | $2.95M | Buy |
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|
2021
Q4 | $3.22M | Sell |
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|
2021
Q3 | $2.97M | Sell |
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|
2021
Q2 | $3M | Buy |
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|
2021
Q1 | $2.87M | Sell |
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|
2020
Q4 | $2.66M | Buy |
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|
2020
Q3 | $2.33M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $852K | Buy |
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|
2015
Q1 | $824K | Buy |
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|
2014
Q4 | $783K | Buy |
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|
2014
Q3 | $727K | Sell |
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|
2014
Q2 | $695K | Buy |
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|
2014
Q1 | $648K | Buy |
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|
2013
Q4 | $628K | Buy |
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|
2013
Q3 | $487K | Buy |
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|
2013
Q2 | $402K | Buy |
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