Creative Planning’s Badger Meter BMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.6M | Buy |
22,847
+4,998
| +28% | +$1.22M | ﹤0.01% | 721 |
|
|
2025
Q1 | $3.4M | Buy |
17,849
+1,867
| +12% | +$355K | ﹤0.01% | 876 |
|
|
2024
Q4 | $3.39M | Buy |
15,982
+2,407
| +18% | +$511K | ﹤0.01% | 835 |
|
|
2024
Q3 | $2.96M | Buy |
13,575
+2,536
| +23% | +$554K | ﹤0.01% | 868 |
|
|
2024
Q2 | $2.06M | Buy |
11,039
+1,159
| +12% | +$216K | ﹤0.01% | 969 |
|
|
2024
Q1 | $1.6M | Buy |
9,880
+1,000
| +11% | +$162K | ﹤0.01% | 1065 |
|
|
2023
Q4 | $1.37M | Buy |
8,880
+647
| +8% | +$99.9K | ﹤0.01% | 1079 |
|
|
2023
Q3 | $1.18M | Buy |
8,233
+515
| +7% | +$74.1K | ﹤0.01% | 1089 |
|
|
2023
Q2 | $1.14M | Buy |
7,718
+1,014
| +15% | +$150K | ﹤0.01% | 1066 |
|
|
2023
Q1 | $817K | Buy |
6,704
+173
| +3% | +$21.1K | ﹤0.01% | 1177 |
|
|
2022
Q4 | $712K | Buy |
6,531
+250
| +4% | +$27.3K | ﹤0.01% | 1213 |
|
|
2022
Q3 | $580K | Buy |
6,281
+838
| +15% | +$77.4K | ﹤0.01% | 1236 |
|
|
2022
Q2 | $440K | Buy |
5,443
+220
| +4% | +$17.8K | ﹤0.01% | 1380 |
|
|
2022
Q1 | $521K | Buy |
5,223
+33
| +0.6% | +$3.29K | ﹤0.01% | 1301 |
|
|
2021
Q4 | $553K | Sell |
5,190
-357
| -6% | -$38K | ﹤0.01% | 1248 |
|
|
2021
Q3 | $561K | Buy |
5,547
+21
| +0.4% | +$2.12K | ﹤0.01% | 1224 |
|
|
2021
Q2 | $542K | Buy |
5,526
+44
| +0.8% | +$4.32K | ﹤0.01% | 1235 |
|
|
2021
Q1 | $510K | Buy |
5,482
+487
| +10% | +$45.3K | ﹤0.01% | 1404 |
|
|
2020
Q4 | $470K | Buy |
4,995
+10
| +0.2% | +$941 | ﹤0.01% | 1337 |
|
|
2020
Q3 | $326K | Buy |
4,985
+14
| +0.3% | +$916 | ﹤0.01% | 1347 |
|
|
2020
Q2 | $313K | Buy |
+4,971
| New | +$313K | ﹤0.01% | 1258 |
|
|
2017
Q3 | – | Sell |
-236
| Closed | -$9K | – | 2059 |
|
|
2017
Q2 | $9K | Hold |
236
| – | – | ﹤0.01% | 3627 |
|
|
2017
Q1 | $9K | Hold |
236
| – | – | ﹤0.01% | 3593 |
|
|
2016
Q4 | $9K | Hold |
236
| – | – | ﹤0.01% | 3538 |
|
|
2016
Q3 | $8K | Hold |
236
| – | – | ﹤0.01% | 3561 |
|
|
2016
Q2 | $9K | Hold |
236
| – | – | ﹤0.01% | 3250 |
|
|
2016
Q1 | $8K | Hold |
236
| – | – | ﹤0.01% | 3282 |
|
|
2015
Q4 | $7K | Hold |
236
| – | – | ﹤0.01% | 3431 |
|
|
2015
Q3 | $7K | Buy |
+236
| New | +$7K | ﹤0.01% | 3377 |
|
|
2015
Q2 | – | Sell |
-236
| Closed | -$7K | – | 1273 |
|
|
2015
Q1 | $7K | Sell |
236
-116
| -33% | -$3.44K | ﹤0.01% | 3324 |
|
|
2014
Q4 | $10K | Sell |
352
-102
| -22% | -$2.9K | ﹤0.01% | 3065 |
|
|
2014
Q3 | $11K | Buy |
454
+218
| +92% | +$5.28K | ﹤0.01% | 2842 |
|
|
2014
Q2 | $6K | Hold |
236
| – | – | ﹤0.01% | 3024 |
|
|
2014
Q1 | $6K | Hold |
236
| – | – | ﹤0.01% | 2920 |
|
|
2013
Q4 | $6K | Sell |
236
-1,900
| -89% | -$48.3K | ﹤0.01% | 2759 |
|
|
2013
Q3 | $50K | Hold |
2,136
| – | – | ﹤0.01% | 1500 |
|
|
2013
Q2 | $48K | Buy |
+2,136
| New | +$48K | ﹤0.01% | 1400 |
|