Zhang Financial’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
$5.47M Buy
2025
Q1
$3.75M Buy
2024
Q4
$3.09M Buy
2024
Q3
$2.64M Buy
2024
Q2
$2.43M Buy
2024
Q1
$2.06M Buy
2023
Q4
$1.79M Sell
2023
Q3
$1.69M Sell
2023
Q2
$3.64M Buy
2023
Q1
$2.88M Buy
2022
Q4
$2.39M Sell
2022
Q3
$2.42M Buy
2022
Q2
$2.11M Buy
2022
Q1
$910K Buy
2021
Q4
$854K Buy
2021
Q3
$535K Buy