Horizon Wealth Management, LLC QQQ Holdings History
Horizon Wealth Management, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Horizon Wealth Management, LLC held 129,329.00 shares of INVESCO QQQ Trust(QQQ), totaling $60.64 Mil. This investment constitutes 10.22% of their stock portfolio, and Horizon Wealth Management, LLC now holds 0.02% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2021Q4. And since then Horizon Wealth Management, LLC has made 8 purchases of QQQ, at an average price of $411.93, for a total of 279,769.00 shares. In addition, there have been 5 sales at an average price of $401.47 for 150,440.00 shares. Based on historical transaction data and QQQ's current price of $550.23, Horizon Wealth Management, LLC's estimated gain on his QQQ holdings is $16.31 Mil, reflecting a 14.15% gain to date.
Horizon Wealth Management, LLC QQQ ($550.23) Holding Chart
Horizon Wealth Management, LLC QQQ ($550.23) 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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