BWM
BKM Wealth Management’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $710K | Sell |
2,336
-187
| -7% | -$56.9K | 0.28% | 88 |
|
|
2025
Q1 | $677K | Sell |
2,523
-338
| -12% | -$90.7K | 0.28% | 87 |
|
|
2024
Q4 | $704K | Sell |
2,861
-189
| -6% | -$46.5K | 0.29% | 84 |
|
|
2024
Q3 | $699K | Buy |
3,050
+202
| +7% | +$46.3K | 0.28% | 88 |
|
|
2024
Q2 | $574K | Buy |
2,848
+235
| +9% | +$47.4K | 0.28% | 97 |
|
|
2024
Q1 | $510K | Buy |
2,613
+538
| +26% | +$105K | 0.22% | 106 |
|
|
2023
Q4 | $321K | Buy |
+2,075
| New | +$321K | 0.14% | 126 |
|