Hofer & Associates’s Bank of New York Mellon BK Stock Holding History

Hofer & Associates’s Portfolio BK Stock Details BK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$467K	Buy
2025 Q2	$390K	Buy
2025 Q1	$357K	Buy
2024 Q4	$326K	Buy
2024 Q3	$301K	Sell
2024 Q2	$253K	Buy
2024 Q1	$243K	Sell
2023 Q4	$222K	Buy
2023 Q2	–	Sell
2023 Q1	$223K	Hold
2022 Q4	$223K	Buy