Carson Wealth (CWM LLC)’s Badger Meter BMI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $213K | Sell |
869
-209
| -19% | -$51.2K | ﹤0.01% | 2122 |
|
2025
Q1 | $205K | Buy |
1,078
+165
| +18% | +$31.4K | ﹤0.01% | 1907 |
|
2024
Q4 | $194K | Sell |
913
-79
| -8% | -$16.8K | ﹤0.01% | 1839 |
|
2024
Q3 | $217K | Buy |
992
+417
| +73% | +$91.2K | ﹤0.01% | 1714 |
|
2024
Q2 | $107K | Buy |
575
+167
| +41% | +$31.1K | ﹤0.01% | 1927 |
|
2024
Q1 | $66K | Sell |
408
-30
| -7% | -$4.85K | ﹤0.01% | 2117 |
|
2023
Q4 | $68K | Sell |
438
-94
| -18% | -$14.6K | ﹤0.01% | 1986 |
|
2023
Q3 | $77K | Buy |
532
+133
| +33% | +$19.3K | ﹤0.01% | 1793 |
|
2023
Q2 | $59K | Buy |
399
+32
| +9% | +$4.73K | ﹤0.01% | 1862 |
|
2023
Q1 | $45K | Sell |
367
-8
| -2% | -$981 | ﹤0.01% | 1929 |
|
2022
Q4 | $41K | Sell |
375
-8
| -2% | -$875 | ﹤0.01% | 1852 |
|
2022
Q3 | $35K | Buy |
383
+61
| +19% | +$5.57K | ﹤0.01% | 1842 |
|
2022
Q2 | $26K | Sell |
322
-33
| -9% | -$2.67K | ﹤0.01% | 1958 |
|
2022
Q1 | $35K | Buy |
355
+134
| +61% | +$13.2K | ﹤0.01% | 1773 |
|
2021
Q4 | $24K | Buy |
+221
| New | +$24K | ﹤0.01% | 1881 |
|
2018
Q3 | – | Sell |
-23
| Closed | -$1K | – | 1842 |
|
2018
Q2 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 1484 |
|
2017
Q3 | – | Sell |
-635
| Closed | -$25K | – | 1471 |
|
2017
Q2 | $25K | Hold |
635
| – | – | ﹤0.01% | 596 |
|
2017
Q1 | $23K | Buy |
+635
| New | +$23K | ﹤0.01% | 578 |
|