Primoris Wealth Advisors, LLC Invesco Qqq Trust, Series 1 Transaction History

Primoris Wealth Advisors, LLC

  • $135 Million
  • Q2 2025

A detailed history of Primoris Wealth Advisors, LLC transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 708 shares of QQQ stock, worth $432,899. This represents 0.29% of its overall portfolio holdings.

Number of Shares
708
Previous 692 2.31%
Holding current value
$432,899
Previous $324,000 20.37%
% of portfolio
0.29%
Previous 0.27%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
$416.06 - $551.64 $6,656 - $8,826
16 Added 2.31%
708 $390,000
Q1 2025

Apr 24, 2025
BUY
$468.34 - $539.52 $5,151 - $5,934
11 Added 1.62%
692 $324,000
Q3 2024

Nov 01, 2024
SELL
$434.77 - $502.96 $113,040 - $130,769
-260 Reduced 27.63%
681 $332,000
Q2 2024

Aug 01, 2024
BUY
$414.65 - $485.21 $103,662 - $121,302
250 Added 36.18%
941 $450,000
Q1 2024

May 07, 2024
SELL
$396.28 - $446.38 $7,133 - $8,034
-18 Reduced 2.54%
691 $306,000
Q4 2023

Feb 15, 2024
BUY
$343.66 - $411.5 $4,467 - $5,349
13 Added 1.87%
709 $290,000
Q3 2023

Oct 31, 2023
BUY
$354.21 - $385.74 $8,855 - $9,643
25 Added 3.73%
696 $249,000
Q2 2023

Aug 03, 2023
BUY
$309.99 - $370.26 $4,959 - $5,924
16 Added 2.44%
671 $247,000
Q1 2023

Apr 25, 2023
BUY
$261.58 - $320.93 $171,334 - $210,209
655 New
655 $210,000
Q2 2022

Jul 29, 2022
BUY
$271.39 - $369.3 $113,712 - $154,736
419 Added 51.1%
1,239 $346,000
Q4 2021

Feb 08, 2022
BUY
$352.62 - $403.99 $289,148 - $331,271
820 New
820 $327,000

Others Institutions Holding QQQ

# of Institutions
4,103
Shares Held
316M
Call Options Held
204M
Put Options Held
301M
View Full List

About INVESCO QQQ TRUST, SERIES 1

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

Track Primoris Wealth Advisors, LLC Portfolio

Follow Primoris Wealth Advisors, LLC 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 Primoris Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Primoris Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email