Olde Wealth Management, LLC QQQ Holdings History
Olde Wealth Management, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Olde Wealth Management, LLC held 13,255.00 shares of INVESCO QQQ Trust(QQQ), totaling $6.22 Mil. This investment constitutes 2.19% of their stock portfolio, and Olde Wealth Management, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2020Q4. And since then Olde Wealth Management, LLC has made 10 purchases of QQQ, at an average price of $307.85, for a total of 31,120.00 shares. In addition, there have been 7 sales at an average price of $476.54 for 17,865.00 shares. Based on historical transaction data and QQQ's current price of $561.26, Olde Wealth Management, LLC's estimated gain on his QQQ holdings is $6.37 Mil, reflecting a 66.51% gain to date.
Olde Wealth Management, LLC QQQ ($561.26) Holding Chart
Olde Wealth Management, LLC QQQ ($561.26) 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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