Congress 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
2025 Q2	$16.2M	Sell	66,221 -223	-0.3%	-$50.5K	0.16%	162
2025 Q1	$12.6M	Buy	66,444 +5,541	+9%	+$1.16M	0.15%	168
2024 Q4	$12.9M	Buy	60,903 +13,982	+30%	+$3.04M	0.18%	168
2024 Q3	$10.2M	Buy	46,921 +739	+2%	+$148K	0.14%	206
2024 Q2	$8.61M	Buy	46,182 +2,051	+5%	+$375K	0.14%	193
2024 Q1	$7.14M	Sell	44,131 -1,126	-2%	-$173K	0.12%	193
2023 Q4	$6.99M	Buy	45,257 +2,742	+6%	+$399K	0.13%	190
2023 Q3	$6.12M	Buy	42,515 +5,130	+14%	+$810K	0.13%	191
2023 Q2	$5.52M	Sell	37,385 -196	-0.5%	-$27K	0.13%	179
2023 Q1	$4.58M	Buy	37,581 +2,261	+6%	+$264K	0.11%	195
2022 Q4	$3.85M	Buy	35,320 +30,362	+612%	+$3.3M	0.1%	202
2022 Q3	$459K	Buy	4,958 +38	+0.8%	+$3.53K	0.01%	418
2022 Q2	$398K	Buy	4,920 +91	+2%	+$7.52K	0.01%	436
2022 Q1	$481K	Buy	4,829 +1,300	+37%	+$127K	0.01%	448
2021 Q4	$376K	Buy	+3,529	New	+$372K	0.01%	499