CWM
Congress Wealth Management’s Badger Meter BMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2M | Sell |
66,221
-223
| -0.3% | -$54.6K | 0.16% | 162 |
|
|
2025
Q1 | $12.6M | Buy |
66,444
+5,541
| +9% | +$1.05M | 0.15% | 168 |
|
|
2024
Q4 | $12.9M | Buy |
60,903
+13,982
| +30% | +$2.97M | 0.18% | 168 |
|
|
2024
Q3 | $10.2M | Buy |
46,921
+739
| +2% | +$161K | 0.14% | 206 |
|
|
2024
Q2 | $8.61M | Buy |
46,182
+2,051
| +5% | +$382K | 0.14% | 193 |
|
|
2024
Q1 | $7.14M | Sell |
44,131
-1,126
| -2% | -$182K | 0.12% | 193 |
|
|
2023
Q4 | $6.99M | Buy |
45,257
+2,742
| +6% | +$423K | 0.13% | 190 |
|
|
2023
Q3 | $6.12M | Buy |
42,515
+5,130
| +14% | +$738K | 0.13% | 191 |
|
|
2023
Q2 | $5.52M | Sell |
37,385
-196
| -0.5% | -$28.9K | 0.13% | 179 |
|
|
2023
Q1 | $4.58M | Buy |
37,581
+2,261
| +6% | +$275K | 0.11% | 195 |
|
|
2022
Q4 | $3.85M | Buy |
35,320
+30,362
| +612% | +$3.31M | 0.1% | 202 |
|
|
2022
Q3 | $459K | Buy |
4,958
+38
| +0.8% | +$3.52K | 0.01% | 418 |
|
|
2022
Q2 | $398K | Buy |
4,920
+91
| +2% | +$7.36K | 0.01% | 436 |
|
|
2022
Q1 | $481K | Buy |
4,829
+1,300
| +37% | +$129K | 0.01% | 448 |
|
|
2021
Q4 | $376K | Buy |
+3,529
| New | +$376K | 0.01% | 496 |
|