A detailed history of Hcr Wealth Advisors transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Hcr Wealth Advisors holds 11,036 shares of QQQ stock, worth $5.72 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
11,036
Previous 10,380 6.32%
Holding current value
$5.72 Million
Previous $4.97 Million 8.3%
% of portfolio
0.71%
Previous 0.71%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024

BUY
$434.77 - $502.96 $285,209 - $329,941
656 Added 6.32%
11,036 $5.39 Million
Q2 2024

Aug 06, 2024

BUY
$414.65 - $485.21 $222,667 - $260,557
537 Added 5.46%
10,380 $4.97 Million
Q1 2024

May 10, 2024

BUY
$396.28 - $446.38 $5,547 - $6,249
14 Added 0.14%
9,843 $4.37 Million
Q4 2023

Feb 09, 2024

BUY
$343.66 - $411.5 $1.05 Million - $1.26 Million
3,051 Added 45.01%
9,829 $4.03 Million
Q3 2023

Oct 20, 2023

SELL
$354.21 - $385.74 $66,591 - $72,519
-188 Reduced 2.7%
6,778 $2.43 Million
Q2 2023

Aug 09, 2023

SELL
$309.99 - $370.26 $426,856 - $509,848
-1,377 Reduced 16.5%
6,966 $2.57 Million
Q3 2022

Nov 07, 2022

SELL
$267.26 - $333.06 $86,859 - $108,244
-325 Reduced 3.75%
8,343 $2.23 Million
Q1 2022

May 05, 2022

BUY
$318.17 - $401.68 $5,090 - $6,426
16 Added 0.18%
8,668 $3.14 Million
Q2 2021

Jul 21, 2021

BUY
$316.89 - $354.99 $950 - $1,064
3 Added 0.03%
8,652 $3.07 Million
Q1 2021

May 13, 2021

BUY
$299.94 - $336.45 $2.59 Million - $2.91 Million
8,649 New
8,649 $2.76 Million

Others Institutions Holding QQQ

About INVESCO QQQ TRUST, SERIES 1


  • Ticker QQQ
  • Exchange NASDAQ
  • Sector ETFs
  • Industry ETFs
More about QQQ
Track This Portfolio

Track Hcr Wealth Advisors Portfolio

Follow Hcr Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hcr Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Hcr Wealth Advisors with notifications on news.