Taylor & Morgan Wealth Management, LLC Invesco Qqq Trust, Series 1 Transaction History

Taylor & Morgan Wealth Management, LLC

  • $146 Million
  • Q3 2024

A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 9,578 shares of QQQ stock, worth $4.84 Million. This represents 3.2% of its overall portfolio holdings.

Number of Shares
9,578
Previous 9,977 4.0%
Holding current value
$4.84 Million
Previous $4.78 Million 2.22%
% of portfolio
3.2%
Previous 3.43%

Shares

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

Oct 24, 2024
SELL
$434.77 - $502.96 $173,473 - $200,681
-399 Reduced 4.0%
9,578 $4.67 Million
Q2 2024

Jul 16, 2024
BUY
$414.65 - $485.21 $266,619 - $311,990
643 Added 6.89%
9,977 $4.78 Million
Q1 2024

Apr 15, 2024
SELL
$396.28 - $446.38 $76,482 - $86,151
-193 Reduced 2.03%
9,334 $4.14 Million
Q4 2023

Jan 10, 2024
BUY
$343.66 - $411.5 $36,771 - $44,030
107 Added 1.14%
9,527 $3.9 Million
Q3 2023

Oct 05, 2023
SELL
$354.21 - $385.74 $129,640 - $141,180
-366 Reduced 3.74%
9,420 $3.37 Million
Q2 2023

Jul 13, 2023
BUY
$309.99 - $370.26 $10,849 - $12,959
35 Added 0.36%
9,786 $3.62 Million
Q1 2023

Apr 06, 2023
BUY
$261.58 - $320.93 $51,792 - $63,544
198 Added 2.07%
9,751 $3.13 Million
Q4 2022

Jan 17, 2023
SELL
$260.1 - $293.72 $8,063 - $9,105
-31 Reduced 0.32%
9,553 $0
Q3 2022

Oct 12, 2022
BUY
$267.26 - $333.06 $1.83 Million - $2.28 Million
6,834 Added 248.51%
9,584 $2.56 Million
Q2 2022

Jul 08, 2022
BUY
$271.39 - $369.3 $746,322 - $1.02 Million
2,750 New
2,750 $771,000

Others Institutions Holding QQQ

# of Institutions
3,512
Shares Held
255M
Call Options Held
158M
Put Options Held
357M
View Full List

About INVESCO QQQ TRUST, SERIES 1

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