Avior Wealth Management’s Badger Meter BMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-16,631
| Closed | -$2.53M | – | 801 |
|
|
2026
Q1 | $2.53M | Buy |
16,631
+6,441
| +63% | +$1.01M | 0.07% | 215 |
|
|
2025
Q4 | $1.78M | Sell |
10,190
-441
| -4% | -$79.4K | 0.06% | 216 |
|
|
2025
Q3 | $1.9M | Sell |
10,631
-1,582
| -13% | -$311K | 0.06% | 204 |
|
|
2025
Q2 | $2.99M | Sell |
12,213
-166
| -1% | -$37.6K | 0.1% | 148 |
|
|
2025
Q1 | $2.36M | Buy |
12,379
+1,625
| +15% | +$339K | 0.09% | 163 |
|
|
2024
Q4 | $2.28M | Buy |
10,754
+268
| +3% | +$58.4K | 0.08% | 162 |
|
|
2024
Q3 | $2.29M | Buy |
10,486
+1,780
| +20% | +$357K | 0.09% | 150 |
|
|
2024
Q2 | $1.62M | Sell |
8,706
-675
| -7% | -$123K | 0.07% | 179 |
|
|
2024
Q1 | $1.52M | Buy |
9,381
+4,717
| +101% | +$725K | 0.07% | 204 |
|
|
2023
Q4 | $720K | Hold |
4,664
| – | – | 0.04% | 263 |
|
|
2023
Q3 | $671K | Hold |
4,664
| – | – | 0.05% | 265 |
|
|
2023
Q2 | $688K | Hold |
4,664
| – | – | 0.04% | 272 |
|
|
2023
Q1 | $568K | Buy |
4,664
+37
| +0.8% | +$4.33K | 0.04% | 312 |
|
|
2022
Q4 | $504K | Hold |
4,627
| – | – | 0.04% | 301 |
|
|
2022
Q3 | $427K | Buy |
4,627
+527
| +13% | +$48.9K | 0.04% | 308 |
|
|
2022
Q2 | $331K | Hold |
4,100
| – | – | 0.03% | 335 |
|
|
2022
Q1 | $408K | Sell |
4,100
-812
| -17% | -$79.5K | 0.04% | 339 |
|
|
2021
Q4 | $523K | Hold |
4,912
| – | – | 0.04% | 321 |
|
|
2021
Q3 | $496K | Hold |
4,912
| – | – | 0.04% | 315 |
|
|
2021
Q2 | $481K | Sell |
4,912
-648
| -12% | -$61.2K | 0.05% | 307 |
|
|
2021
Q1 | $517K | Hold |
5,560
| – | – | 0.06% | 292 |
|
|
2020
Q4 | $522K | Sell |
5,560
-4,598
| -45% | -$367K | 0.06% | 254 |
|
|
2020
Q3 | $664K | Buy |
10,158
+1,347
| +15% | +$86K | 0.09% | 183 |
|
|
2020
Q2 | $554K | Hold |
8,811
| – | – | 0.09% | 214 |
|
|
2020
Q1 | $472K | Hold |
8,811
| – | – | 0.09% | 202 |
|
|
2019
Q4 | $572K | Hold |
8,811
| – | – | 0.09% | 213 |
|
|
2019
Q3 | $473K | Hold |
8,811
| – | – | 0.08% | 229 |
|
|
2019
Q2 | $526K | Sell |
8,811
-7,433
| -46% | -$412K | 0.09% | 198 |
|
|
2019
Q1 | $903K | Buy |
16,244
+6,472
| +66% | +$360K | 0.19% | 115 |
|
|
2018
Q4 | $480K | Hold |
9,772
| – | – | 0.12% | 169 |
|
|
2018
Q3 | $517K | Hold |
9,772
| – | – | 0.11% | 178 |
|
|
2018
Q2 | $437K | Hold |
9,772
| – | – | 0.1% | 191 |
|
|
2018
Q1 | $461K | Sell |
9,772
-1,818
| -16% | -$87.9K | 0.11% | 180 |
|
|
2017
Q4 | $554K | Buy |
+11,590
| New | +$537K | 0.12% | 161 |
|
Other funds holding BMI
CAM
DS
VFM
HWAM
AAS
CIM
FCBT
NSB