Blue Zone Wealth Advisors, LLC QQQ Holdings History
Blue Zone Wealth Advisors, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Blue Zone Wealth Advisors, LLC held 43,727.00 shares of INVESCO QQQ Trust(QQQ), totaling $20.50 Mil. This investment constitutes 5.7% of their stock portfolio, and Blue Zone Wealth Advisors, LLC now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2019Q4. And since then Blue Zone Wealth Advisors, LLC has made 7 purchases of QQQ, at an average price of $227.95, for a total of 101,743.00 shares. In addition, there have been 14 sales at an average price of $317.09 for 58,016.00 shares. Based on historical transaction data and QQQ's current price of $561.80, Blue Zone Wealth Advisors, LLC's estimated gain on his QQQ holdings is $19.77 Mil, reflecting a 85.24% gain to date.
Blue Zone Wealth Advisors, LLC QQQ ($561.80) Holding Chart
Blue Zone Wealth Advisors, LLC QQQ ($561.80) 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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