Granite Bay Wealth Management, LLC QQQ Holdings History
Granite Bay Wealth Management, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-06-30, Granite Bay Wealth Management, LLC held 17,526.00 shares of INVESCO QQQ Trust(QQQ), totaling $9.67 Mil. This investment constitutes 3.11% of their stock portfolio, and Granite Bay Wealth Management, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2021Q4. And since then Granite Bay Wealth Management, LLC has made 9 purchases of QQQ, at an average price of $371.49, for a total of 1.25 Mil shares. In addition, there have been 5 sales at an average price of $425.83 for 1.23 Mil shares. Based on historical transaction data and QQQ's current price of $565.30, Granite Bay Wealth Management, LLC's estimated gain on his QQQ holdings is $70.11 Mil, reflecting a 15.16% gain to date.
Granite Bay Wealth Management, LLC QQQ ($565.30) Holding Chart
Granite Bay Wealth Management, LLC QQQ ($565.30) 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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