DWM
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Diversify Wealth Management’s Badger Meter BMI Stock Holding History

Diversify Wealth Management’s Portfolio BMI Stock Details BMI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.11M Buy
5,749
+507
+10% +$97.5K 0.07% 256
2025
Q1 		$1.14M Buy
5,242
+733
+16% +$159K 0.08% 226
2024
Q4 		$936K Buy
+4,509
New +$936K 0.07% 229