WJ Wealth Management, LLC QQQ Holdings History
WJ Wealth Management, LLC's INVESCO QQQ Trust Holding Summary
As of 2025-03-31, WJ Wealth Management, LLC held 22,804.00 shares of INVESCO QQQ Trust(QQQ), totaling $10.69 Mil. This investment constitutes 3.78% of their stock portfolio, and WJ Wealth Management, LLC now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2019Q4. And since then WJ Wealth Management, LLC has made 7 purchases of QQQ, at an average price of $259.95, for a total of 182,371.00 shares. In addition, there have been 14 sales at an average price of $296.55 for 159,567.00 shares. Based on historical transaction data and QQQ's current price of $548.09, WJ Wealth Management, LLC's estimated gain on his QQQ holdings is $12.41 Mil, reflecting a 26.18% gain to date.
WJ Wealth Management, LLC QQQ ($548.09) Holding Chart
WJ Wealth Management, LLC QQQ ($548.09) 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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