Weitzel Financial Services, Inc. QQQ Holdings History
Weitzel Financial Services, Inc.'s INVESCO QQQ Trust Holding Summary
As of 2025-03-31, Weitzel Financial Services, Inc. held 16,591.00 shares of INVESCO QQQ Trust(QQQ), totaling $7.48 Mil. This investment constitutes 3.57% of their stock portfolio, and Weitzel Financial Services, Inc. now holds 0% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2020Q4. And since then Weitzel Financial Services, Inc. has made 13 purchases of QQQ, at an average price of $336.44, for a total of 1.82 Mil shares. In addition, there have been 4 sales at an average price of $367.85 for 1.80 Mil shares. Based on historical transaction data and QQQ's current price of $552.34, Weitzel Financial Services, Inc.'s estimated gain on his QQQ holdings is $60.10 Mil, reflecting a 9.84% gain to date.
Weitzel Financial Services, Inc. QQQ ($552.34) Holding Chart
Weitzel Financial Services, Inc. QQQ ($552.34) 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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