Annex Advisory Services’s Badger Meter BMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.14M | Sell |
12,838
-50
| -0.4% | -$12.2K | 0.08% | 110 |
|
|
2025
Q1 | $2.45M | Sell |
12,888
-47
| -0.4% | -$8.94K | 0.07% | 113 |
|
|
2024
Q4 | $2.74M | Buy |
12,935
+12,001
| +1,285% | +$2.55M | 0.08% | 107 |
|
|
2024
Q3 | $204K | Buy |
+934
| New | +$204K | 0.01% | 277 |
|
|
2021
Q1 | – | Sell |
-3,760
| Closed | -$354K | – | 203 |
|
|
2020
Q4 | $354K | Buy |
+3,760
| New | +$354K | 0.03% | 142 |
|