Perigon Wealth Management, LLC QQQ Holdings History
Perigon Wealth Management, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-06-30, Perigon Wealth Management, LLC held 181,412.00 shares of INVESCO QQQ Trust(QQQ), totaling $100.07 Mil. This investment constitutes 2.34% of their stock portfolio, and Perigon 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 Perigon Wealth Management, LLC has made 21 purchases of QQQ, at an average price of $300.79, for a total of 355,465.00 shares. In addition, there have been 8 sales at an average price of $300.04 for 174,053.00 shares. Based on historical transaction data and QQQ's current price of $563.15, Perigon Wealth Management, LLC's estimated gain on his QQQ holdings is $47.47 Mil, reflecting a 44.39% gain to date.
Perigon Wealth Management, LLC QQQ ($563.15) Holding Chart
Perigon Wealth Management, LLC QQQ ($563.15) 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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