Kohmann Bosshard Financial Services’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.21M | Sell |
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|
2025
Q2 | $2.05M | Buy |
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|
2025
Q1 | $1.86M | Hold |
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|
2024
Q4 | $1.95M | Hold |
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|
2024
Q3 | $1.91M | Buy |
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|
2024
Q2 | $1.81M | Hold |
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|
2024
Q1 | $1.74M | Buy |
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|
2023
Q4 | $1.58M | Buy |
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|
2023
Q3 | $1.38M | Hold |
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|
2023
Q2 | $1.43M | Buy |
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|
2023
Q1 | $455K | Hold |
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|
2022
Q4 | $425K | Hold |
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|
2022
Q3 | $397K | Hold |
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|
2022
Q2 | $420K | Hold |
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|
2022
Q1 | $502K | Hold |
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|
2021
Q4 | $528K | Hold |
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|
2021
Q3 | $477K | Hold |
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|
2021
Q2 | $476K | Hold |
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|
2021
Q1 | $441K | Buy |
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|
2020
Q4 | $221K | Sell |
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|
2020
Q3 | $248K | Hold |
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|
2020
Q2 | $229K | Buy |
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|
2020
Q1 | $152K | Hold |
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|
2019
Q4 | $190K | Hold |
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|
2019
Q3 | $175K | Hold |
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|
2019
Q2 | $173K | Hold |
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|
2019
Q1 | $167K | Hold |
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|
2018
Q4 | $147K | Hold |
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|
2018
Q3 | $172K | Hold |
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|
2018
Q2 | $160K | Hold |
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|
2018
Q1 | $155K | Hold |
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|
2017
Q4 | $157K | Hold |
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|
2017
Q3 | $148K | Buy |
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|
2017
Q1 | $139K | Buy |
|