Number of Shares
42,457.00
Current Holdings Value*
$19.91 Mil
% of Portfolio
5.41%
Total Estimate Gain
$16.06 Mil
% of Total Estimate Gain
66.81%

Sanchez Wealth Management Group's INVESCO QQQ Trust Holding Summary

As of 2025-03-31, Sanchez Wealth Management Group held 42,457.00 shares of INVESCO QQQ Trust(QQQ), totaling $19.91 Mil. This investment constitutes 5.41% of their stock portfolio, and Sanchez Wealth Management Group now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2020Q1. And since then Sanchez Wealth Management Group has made 16 purchases of QQQ, at an average price of $247.05, for a total of 97,320.00 shares. In addition, there have been 5 sales at an average price of $300.57 for 54,863.00 shares. Based on historical transaction data and QQQ's current price of $556.21, Sanchez Wealth Management Group's estimated gain on his QQQ holdings is $16.06 Mil, reflecting a 66.81% gain to date.

Sanchez Wealth Management Group QQQ ($556.21) Holding Chart

Sanchez Wealth Management Group QQQ ($556.21) 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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