Bkm Wealth Management, LLC Purchases and Sells in Q3 2024

Bkm Wealth Management, LLC

$246 Billion
Q3 2024

Top Buys

Incresed Positions

70 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	15.9K + 181.17%	$395.15 - $467.56 $6.28M - $7.43M	24.7K $10.6B
AAPL	22.5K + 98.2%	$207.23 - $234.82 $4.66M - $5.28M	45.4K $10.6B
LOW	3.78K + 36.09%	$213.3 - $270.78 $807K - $1.02M	14.3K $3.86B
SCHD	13.1K + 164.97%	$77.02 - $85.06 $1.01M - $1.12M	21.1K $1.78B
JPM	3.41K + 28.47%	$194.9 - $224.8 $665K - $767K	15.4K $3.25B
WEC	5.42K + 42.74%	$77.68 - $96.19 $421K - $521K	18.1K $1.74B

New Holdings

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	8.99K New	$136.27 - $1745.86 $1.23M - $15.7M	8.99K $1.55B
OMC	12.8K New	$87.69 - $103.9 $1.12M - $1.33M	12.8K $1.32B
BRK-B	2.13K New	$405.19 - $478.57 $863K - $1.02M	2.13K $981M
NVDA	5.54K New	$98.91 - $134.91 $548K - $747K	5.54K $673M
SHW	1.62K New	$294.65 - $384.0 $478K - $622K	1.62K $619M
RTX	4.64K New	$99.55 - $123.34 $462K - $572K	4.64K $562M

Top Sells

Reduced Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PSX	-10.3K - 69.77%	$125.0 - $147.17 $1.29M - $1.52M	4.46K $587M
PG	-7.62K - 43.21%	$160.76 - $177.82 $1.22M - $1.35M	10K $1.73B
BAR	-39K - 51.38%	$23.01 - $26.37 $897K - $1.03M	36.9K $958M
ITW	-3.25K - 66.93%	$233.14 - $263.97 $757K - $857K	1.6K $420M
PAYX	-5.78K - 75.74%	$116.17 - $135.19 $672K - $782K	1.85K $249M
APD	-2.07K - 70.49%	$247.34 - $300.11 $511K - $620K	865 $258M

Activity Summary All Purchases 99 New Holdings 29 Increased Positions 70 All Sells 56 Reductions 56 Sold out 0 Calls 0 Puts 0

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