Number of Shares
23,944.00
Current Holdings Value*
$13.21 Mil
% of Portfolio
4.82%
Total Estimate Gain
$5.13 Mil
% of Total Estimate Gain
34.52%

Financial Insights, Inc.'s INVESCO QQQ Trust Holding Summary

As of 2025-06-30, Financial Insights, Inc. held 23,944.00 shares of INVESCO QQQ Trust(QQQ), totaling $13.21 Mil. This investment constitutes 4.82% of their stock portfolio, and Financial Insights, Inc. now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2018Q4. And since then Financial Insights, Inc. has made 17 purchases of QQQ, at an average price of $322.62, for a total of 46,045.00 shares. In addition, there have been 8 sales at an average price of $293.63 for 22,101.00 shares. Based on historical transaction data and QQQ's current price of $563.55, Financial Insights, Inc.'s estimated gain on his QQQ holdings is $5.13 Mil, reflecting a 34.52% gain to date.

Financial Insights, Inc. QQQ ($563.55) Holding Chart

Financial Insights, Inc. QQQ ($563.55) 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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