Pinnacle Wealth Management Advisory Group, LLC QQQ Holdings History
Pinnacle Wealth Management Advisory Group, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Pinnacle Wealth Management Advisory Group, LLC held 58,747.00 shares of INVESCO QQQ Trust(QQQ), totaling $27.55 Mil. This investment constitutes 2.57% of their stock portfolio, and Pinnacle Wealth Management Advisory Group, LLC now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2015Q1. And since then Pinnacle Wealth Management Advisory Group, LLC has made 18 purchases of QQQ, at an average price of $306.78, for a total of 82,234.00 shares. In addition, there have been 9 sales at an average price of $288.25 for 23,487.00 shares. Based on historical transaction data and QQQ's current price of $546.22, Pinnacle Wealth Management Advisory Group, LLC's estimated gain on his QQQ holdings is $13.63 Mil, reflecting a 54.03% gain to date.
Pinnacle Wealth Management Advisory Group, LLC QQQ ($546.22) Holding Chart
Pinnacle Wealth Management Advisory Group, LLC QQQ ($546.22) 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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