Fox Financial, Inc QQQ Holdings History

Number of Shares
33,248.00
Current Holdings Value*
$15.59 Mil
% of Portfolio
14.68%
Total Estimate Gain
$7.26 Mil
% of Total Estimate Gain
43.07%

Fox Financial, Inc's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Fox Financial, Inc held 33,248.00 shares of INVESCO QQQ Trust(QQQ), totaling $15.59 Mil. This investment constitutes 14.68% of their stock portfolio, and Fox Financial, Inc now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2023Q4. And since then Fox Financial, Inc has made 2 purchases of QQQ, at an average price of $380.86, for a total of 44,253.00 shares. In addition, there have been 3 sales at an average price of $490.22 for 11,005.00 shares. Based on historical transaction data and QQQ's current price of $562.99, Fox Financial, Inc's estimated gain on his QQQ holdings is $7.26 Mil, reflecting a 43.07% gain to date.

Fox Financial, Inc QQQ ($562.99) Holding Chart

Fox Financial, Inc QQQ ($562.99) 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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