BCGM Wealth Management, LLC QQQ Holdings History
BCGM Wealth Management, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, BCGM Wealth Management, LLC held 22,531.00 shares of INVESCO QQQ Trust(QQQ), totaling $10.57 Mil. This investment constitutes 3.25% of their stock portfolio, and BCGM Wealth Management, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2020Q4. And since then BCGM Wealth Management, LLC has made 9 purchases of QQQ, at an average price of $312.15, for a total of 62,793.00 shares. In addition, there have been 8 sales at an average price of $326.37 for 40,262.00 shares. Based on historical transaction data and QQQ's current price of $563.81, BCGM Wealth Management, LLC's estimated gain on his QQQ holdings is $6.24 Mil, reflecting a 31.85% gain to date.
BCGM Wealth Management, LLC QQQ ($563.81) Holding Chart
BCGM Wealth Management, LLC QQQ ($563.81) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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