CJM Wealth Advisers, Ltd. QQQ Holdings History
CJM Wealth Advisers, Ltd.'s INVESCO QQQ Trust Holding Summary
As of 2025-06-30, CJM Wealth Advisers, Ltd. held 92,608.00 shares of INVESCO QQQ Trust(QQQ), totaling $51.09 Mil. This investment constitutes 17% of their stock portfolio, and CJM Wealth Advisers, Ltd. now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2021Q4. And since then CJM Wealth Advisers, Ltd. has made 9 purchases of QQQ, at an average price of $385.99, for a total of 113,456.00 shares. In addition, there have been 4 sales at an average price of $502.12 for 20,848.00 shares. Based on historical transaction data and QQQ's current price of $560.98, CJM Wealth Advisers, Ltd.'s estimated gain on his QQQ holdings is $18.63 Mil, reflecting a 42.53% gain to date.
CJM Wealth Advisers, Ltd. QQQ ($560.98) Holding Chart
CJM Wealth Advisers, Ltd. QQQ ($560.98) 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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