Moulton Wealth Management, Inc Invesco Qqq Trust, Series 1 Transaction History

Moulton Wealth Management, Inc

$129 Million
Q4 2024

A detailed history of Moulton Wealth Management, Inc transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 655 shares of QQQ stock, worth $336,224. This represents 0.26% of its overall portfolio holdings.

Number of Shares

655

Previous 731 10.4%

Holding current value

$336,224

Previous $356,000 6.18%

% of portfolio

0.26%

Previous 0.3%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$481.22 - $538.17 $36,572 - $40,900	-76 Reduced 10.4%	655 $334,000
Q3 2024 Oct 17, 2024	BUY	$434.77 - $502.96 $317,816 - $367,663	731 New	731 $356,000
Q4 2021 Jan 12, 2022	SELL	$352.62 - $403.99 $3.1 Million - $3.55 Million	-8,787 Closed	0 $0
Q3 2021 Oct 12, 2021	BUY	$354.57 - $382.11 $3.12 Million - $3.36 Million	8,787 New	8,787 $3.17 Million
Q1 2021 Apr 08, 2021	SELL	$299.94 - $336.45 $199,460 - $223,739	-665 Closed	0 $0
Q4 2020 Jan 12, 2021	BUY	$269.38 - $313.74 $179,137 - $208,637	665 New	665 $209,000
Q1 2020 Apr 13, 2020	SELL	$169.3 - $236.98 $7.25 Million - $10.1 Million	-42,794 Closed	0 $0
Q4 2019 Jan 08, 2020	BUY	$184.05 - $213.79 $7.88 Million - $9.15 Million	42,794 New	42,794 $9.17 Million

Others Institutions Holding QQQ

# of Institutions

3,865

Shares Held

245M

Call Options Held

182M

Put Options Held

328M

View Full List

About INVESCO QQQ TRUST, SERIES 1

Ticker QQQ
Exchange NASDAQ
Sector ETFs
Industry ETFs

More about QQQ

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Moulton Wealth Management, Inc Invesco Qqq Trust, Series 1 Transaction History