Taylor & Morgan Wealth Management, LLC QQQ Holdings History
Taylor & Morgan Wealth Management, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-06-30, Taylor & Morgan Wealth Management, LLC held 8,032.00 shares of INVESCO QQQ Trust(QQQ), totaling $4.43 Mil. This investment constitutes 2.99% of their stock portfolio, and Taylor & Morgan Wealth Management, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2022Q2. And since then Taylor & Morgan Wealth Management, LLC has made 8 purchases of QQQ, at an average price of $314.63, for a total of 10,628.00 shares. In addition, there have been 5 sales at an average price of $473.53 for 2,596.00 shares. Based on historical transaction data and QQQ's current price of $561.26, Taylor & Morgan Wealth Management, LLC's estimated gain on his QQQ holdings is $2.39 Mil, reflecting a 71.58% gain to date.
Taylor & Morgan Wealth Management, LLC QQQ ($561.26) Holding Chart
Taylor & Morgan Wealth Management, LLC QQQ ($561.26) 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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