Trinity Wealth Management, LLC QQQ Holdings History
Trinity Wealth Management, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-06-30, Trinity Wealth Management, LLC held 34,545.00 shares of INVESCO QQQ Trust(QQQ), totaling $19.06 Mil. This investment constitutes 7.56% of their stock portfolio, and Trinity Wealth Management, LLC now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2019Q4. And since then Trinity Wealth Management, LLC has made 10 purchases of QQQ, at an average price of $261.68, for a total of 62,101.00 shares. In addition, there have been 11 sales at an average price of $297.69 for 27,556.00 shares. Based on historical transaction data and QQQ's current price of $561.26, Trinity Wealth Management, LLC's estimated gain on his QQQ holdings is $11.34 Mil, reflecting a 69.79% gain to date.
Trinity Wealth Management, LLC QQQ ($561.26) Holding Chart
Trinity 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
