Everhart Financial Group, Inc. Invesco Qqq Trust, Series 1 Transaction History

Everhart Financial Group, Inc.

$1.05 Billion
Q4 2025

A detailed history of Everhart Financial Group, Inc. transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 1,768 shares of QQQ stock, worth $1.07 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,768

Previous 1,559 13.41%

Holding current value

$1.07 Million

Previous $935,000 14.12%

% of portfolio

0.1%

Previous 0.1%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	$589.5 - $635.77 $123,205 - $132,875	209 Added 13.41%	1,768 $1.07 Million
Q3 2025 Nov 04, 2025	BUY	$546.99 - $602.2 $79,313 - $87,319	145 Added 10.25%	1,559 $935,000
Q2 2025 Aug 07, 2025	SELL	$416.06 - $551.64 $9,569 - $12,687	-23 Reduced 1.6%	1,414 $780,000
Q1 2025 Apr 16, 2025	SELL	$468.34 - $539.52 $26,227 - $30,213	-56 Reduced 3.75%	1,437 $673,000
Q4 2024 Jan 30, 2025	SELL	$481.22 - $538.17 $3,849 - $4,305	-8 Reduced 0.53%	1,493 $763,000

Q3 2024 Nov 04, 2024	BUY	$434.77 - $502.96 $312,164 - $361,125	718 Added 91.7%	1,501 $732,000
Q2 2024 Jul 24, 2024	BUY	$414.65 - $485.21 $12,024 - $14,071	29 Added 3.85%	783 $375,000
Q1 2024 May 13, 2024	BUY	$396.28 - $446.38 $26,154 - $29,461	66 Added 9.59%	754 $334,000
Q4 2023 Jan 12, 2024	BUY	$343.66 - $411.5 $236,438 - $283,112	688 New	688 $281,000
Q3 2022 Oct 12, 2022	BUY	$267.26 - $333.06 $203,117 - $253,125	760 New	760 $203,000

Others Institutions Holding QQQ

# of Institutions

4,281

Shares Held

248M

Call Options Held

191M

Put Options Held

339M

View Full List

About INVESCO QQQ TRUST, SERIES 1

Ticker QQQ
Exchange NASDAQ
Sector ETFs
Industry ETFs

More about QQQ

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Everhart Financial Group, Inc. Invesco Qqq Trust, Series 1 Transaction History