Meridian Wealth Management, LLC QQQ Holdings History
Meridian Wealth Management, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Meridian Wealth Management, LLC held 158,298.00 shares of INVESCO QQQ Trust(QQQ), totaling $74.23 Mil. This investment constitutes 3.59% of their stock portfolio, and Meridian Wealth Management, LLC now holds 0.03% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2018Q2. And since then Meridian Wealth Management, LLC has made 16 purchases of QQQ, at an average price of $334.71, for a total of 418,997.00 shares. In addition, there have been 11 sales at an average price of $354.41 for 260,699.00 shares. Based on historical transaction data and QQQ's current price of $562.56, Meridian Wealth Management, LLC's estimated gain on his QQQ holdings is $41.21 Mil, reflecting a 29.38% gain to date.
Meridian Wealth Management, LLC QQQ ($562.56) Holding Chart
Meridian Wealth Management, LLC QQQ ($562.56) 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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