Bison Wealth, LLC QQQ Holdings History

Number of Shares
26,524.00
Current Holdings Value*
$13.56 Mil
% of Portfolio
2.99%
Total Estimate Gain
$7.55 Mil
% of Total Estimate Gain
60.47%

Bison Wealth, LLC's INVESCO QQQ Trust Holding Summary

As of 2024-12-31, Bison Wealth, LLC held 26,524.00 shares of INVESCO QQQ Trust(QQQ), totaling $13.56 Mil. This investment constitutes 2.99% of their stock portfolio, and Bison Wealth, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2015Q1. And since then Bison Wealth, LLC has made 16 purchases of QQQ, at an average price of $300.50, for a total of 41,551.00 shares. In addition, there have been 12 sales at an average price of $359.01 for 15,027.00 shares. Based on historical transaction data and QQQ's current price of $551.99, Bison Wealth, LLC's estimated gain on his QQQ holdings is $7.55 Mil, reflecting a 60.47% gain to date.

Bison Wealth, LLC QQQ ($551.99) Holding Chart

Bison Wealth, LLC QQQ ($551.99) 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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