Richard W. Paul & Associates, LLC QQQ Holdings History
Richard W. Paul & Associates, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Richard W. Paul & Associates, LLC held 15,931.00 shares of INVESCO QQQ Trust(QQQ), totaling $7.47 Mil. This investment constitutes 2.93% of their stock portfolio, and Richard W. Paul & Associates, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2022Q4. And since then Richard W. Paul & Associates, LLC has made 3 purchases of QQQ, at an average price of $289.10, for a total of 31,990.00 shares. In addition, there have been 6 sales at an average price of $380.73 for 16,059.00 shares. Based on historical transaction data and QQQ's current price of $555.93, Richard W. Paul & Associates, LLC's estimated gain on his QQQ holdings is $5.72 Mil, reflecting a 61.87% gain to date.
Richard W. Paul & Associates, LLC QQQ ($555.93) Holding Chart
Richard W. Paul & Associates, LLC QQQ ($555.93) 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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