Atria Wealth Solutions’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 | $229K | Sell |
935
-2,243
| -71% | -$549K | 0.01% | 1300 |
|
|
2025
Q1 | $605K | Sell |
3,178
-95
| -3% | -$18.1K | 0.01% | 1099 |
|
|
2024
Q4 | $694K | Buy |
3,273
+16
| +0.5% | +$3.39K | 0.01% | 1070 |
|
|
2024
Q3 | $711K | Buy |
3,257
+781
| +32% | +$171K | 0.01% | 1053 |
|
|
2024
Q2 | $461K | Buy |
2,476
+96
| +4% | +$17.9K | 0.01% | 1271 |
|
|
2024
Q1 | $385K | Buy |
2,380
+373
| +19% | +$60.4K | ﹤0.01% | 1383 |
|
|
2023
Q4 | $310K | Buy |
2,007
+9
| +0.5% | +$1.39K | ﹤0.01% | 1467 |
|
|
2023
Q3 | $287K | Buy |
1,998
+251
| +14% | +$36.1K | ﹤0.01% | 1435 |
|
|
2023
Q2 | $258K | Hold |
1,747
| – | – | ﹤0.01% | 1527 |
|
|
2023
Q1 | $213K | Buy |
+1,747
| New | +$213K | ﹤0.01% | 1630 |
|