Kohmann Bosshard Financial Services’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.05M	Buy	3,325 +1	+0%	+$618	0.23%	44
2025 Q1	$1.86M	Hold	3,324	–	–	0.22%	50
2024 Q4	$1.95M	Hold	3,324	–	–	0.23%	48
2024 Q3	$1.91M	Buy	3,324 +1	+0%	+$574	0.24%	53
2024 Q2	$1.81M	Hold	3,323	–	–	0.24%	53
2024 Q1	$1.74M	Buy	3,323 +1	+0%	+$523	0.24%	59
2023 Q4	$1.58M	Buy	3,322 +102	+3%	+$48.5K	0.24%	60
2023 Q3	$1.38M	Hold	3,220	–	–	0.24%	61
2023 Q2	$1.43M	Buy	3,220 +2,108	+190%	+$934K	0.25%	60
2023 Q1	$455K	Hold	1,112	–	–	0.09%	95
2022 Q4	$425K	Hold	1,112	–	–	0.08%	97
2022 Q3	$397K	Hold	1,112	–	–	0.09%	86
2022 Q2	$420K	Hold	1,112	–	–	0.09%	87
2022 Q1	$502K	Hold	1,112	–	–	0.1%	77
2021 Q4	$528K	Hold	1,112	–	–	0.11%	69
2021 Q3	$477K	Hold	1,112	–	–	0.1%	69
2021 Q2	$476K	Hold	1,112	–	–	0.11%	68
2021 Q1	$441K	Buy	1,112 +522	+88%	+$207K	0.12%	69
2020 Q4	$221K	Sell	590 -150	-20%	-$56.2K	0.07%	96
2020 Q3	$248K	Hold	740	–	–	0.09%	86
2020 Q2	$229K	Buy	740 +150	+25%	+$46.4K	0.09%	84
2020 Q1	$152K	Hold	590	–	–	0.07%	94
2019 Q4	$190K	Hold	590	–	–	0.07%	83
2019 Q3	$175K	Hold	590	–	–	0.07%	82
2019 Q2	$173K	Hold	590	–	–	0.07%	88
2019 Q1	$167K	Hold	590	–	–	0.08%	83
2018 Q4	$147K	Hold	590	–	–	0.08%	81
2018 Q3	$172K	Hold	590	–	–	0.08%	75
2018 Q2	$160K	Hold	590	–	–	0.09%	76
2018 Q1	$155K	Hold	590	–	–	0.09%	75
2017 Q4	$157K	Hold	590	–	–	0.1%	73
2017 Q3	$148K	Buy	+590	New	+$148K	0.1%	72
2017 Q1	$139K	Buy	+590	New	+$139K	0.12%	72