StrongBox Wealth, LLC QQQ Holdings History

Number of Shares
17,009.00
Current Holdings Value*
$9.38 Mil
% of Portfolio
3.56%
Total Estimate Gain
$6.15 Mil
% of Total Estimate Gain
92.48%

StrongBox Wealth, LLC's INVESCO QQQ Trust Holding Summary

As of 2025-06-30, StrongBox Wealth, LLC held 17,009.00 shares of INVESCO QQQ Trust(QQQ), totaling $9.38 Mil. This investment constitutes 3.56% of their stock portfolio, and StrongBox Wealth, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.

The initial trade took place in 2020Q1. And since then StrongBox Wealth, LLC has made 13 purchases of QQQ, at an average price of $252.43, for a total of 26,330.00 shares. In addition, there have been 9 sales at an average price of $347.82 for 9,321.00 shares. Based on historical transaction data and QQQ's current price of $561.53, StrongBox Wealth, LLC's estimated gain on his QQQ holdings is $6.15 Mil, reflecting a 92.48% gain to date.

StrongBox Wealth, LLC QQQ ($561.53) Holding Chart

StrongBox Wealth, LLC QQQ ($561.53) 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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