Carson Wealth (CWM LLC)’s Badger Meter BMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $96K | Sell |
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|
2025
Q2 | $213K | Sell |
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|
2025
Q1 | $205K | Buy |
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|
2024
Q4 | $194K | Sell |
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|
2024
Q3 | $217K | Buy |
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|
2024
Q2 | $107K | Buy |
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|
2024
Q1 | $66K | Sell |
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|
2023
Q4 | $68K | Sell |
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|
2023
Q3 | $77K | Buy |
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|
2023
Q2 | $59K | Buy |
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|
2023
Q1 | $45K | Sell |
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|
2022
Q4 | $41K | Sell |
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|
2022
Q3 | $35K | Buy |
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|
2022
Q2 | $26K | Sell |
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|
2022
Q1 | $35K | Buy |
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|
2021
Q4 | $24K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $25K | Hold |
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|
2017
Q1 | $23K | Buy |
|