BWM
BKM Wealth Management’s Brady Corp BRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Hold |
4,000
| – | – | 0.11% | 132 |
|
|
2025
Q1 | $283K | Hold |
4,000
| – | – | 0.12% | 130 |
|
|
2024
Q4 | $295K | Hold |
4,000
| – | – | 0.12% | 134 |
|
|
2024
Q3 | $307K | Buy |
+4,000
| New | +$307K | 0.12% | 130 |
|
|
2024
Q2 | – | Sell |
-4,000
| Closed | -$237K | – | 149 |
|
|
2024
Q1 | $237K | Sell |
4,000
-1,000
| -20% | -$59.3K | 0.1% | 148 |
|
|
2023
Q4 | $293K | Buy |
+5,000
| New | +$293K | 0.13% | 132 |
|