Carolinas Wealth Consulting’s Badger Meter BMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3
Closed -$473 1024
2024
Q4
$473 Sell
3
-1
-25% -$158 ﹤0.01% 1009
2024
Q3
$776 Buy
4
+1
+33% +$194 ﹤0.01% 961
2024
Q2
$498 Hold
3
﹤0.01% 994
2024
Q1
$510 Sell
3
-1
-25% -$170 ﹤0.01% 976
2023
Q4
$662 Hold
4
﹤0.01% 881
2023
Q3
$594 Sell
4
-61
-94% -$9.06K ﹤0.01% 909
2023
Q2
$9.56K Buy
65
+1
+2% +$147 ﹤0.01% 596
2023
Q1
$7.8K Buy
64
+5
+8% +$609 ﹤0.01% 636
2022
Q4
$6.43K Hold
59
﹤0.01% 667
2022
Q3
$5K Hold
59
﹤0.01% 651
2022
Q2
$5K Hold
59
﹤0.01% 647
2022
Q1
$6K Hold
59
﹤0.01% 672
2021
Q4
$6K Hold
59
﹤0.01% 680
2021
Q3
$6K Hold
59
﹤0.01% 645
2021
Q2
$6K Hold
59
﹤0.01% 668
2021
Q1
$5K Hold
59
﹤0.01% 696
2020
Q4
$6K Sell
59
-125
-68% -$12.7K ﹤0.01% 626
2020
Q3
$12K Buy
184
+110
+149% +$7.17K ﹤0.01% 444
2020
Q2
$5K Buy
+74
New +$5K ﹤0.01% 389