EverSource Wealth Advisors’s Badger Meter BMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$33.1K	Sell	217 -2	-0.9%	-$314	﹤0.01%	2189
2025 Q4	$38.2K	Buy	219 +51	+30%	+$9.18K	﹤0.01%	1938
2025 Q3	$30K	Sell	168 -39	-19%	-$7.67K	﹤0.01%	2055
2025 Q2	$50.7K	Buy	207 +34	+20%	+$7.7K	﹤0.01%	1605
2025 Q1	$32.9K	Buy	173 +31	+22%	+$6.47K	﹤0.01%	1437
2024 Q4	$30.1K	Buy	142 +4	+3%	+$871	﹤0.01%	1410
2024 Q3	$30.1K	Hold	138	–	–	﹤0.01%	1278
2024 Q2	$28.5K	Buy	138 +16	+13%	+$2.92K	﹤0.01%	1345
2024 Q1	$22.3K	Buy	122 +3	+3%	+$461	﹤0.01%	1313
2023 Q4	$18.4K	Sell	119 -23	-16%	-$3.35K	﹤0.01%	1273
2023 Q3	$20.4K	Sell	142 -4	-3%	-$632	﹤0.01%	1119
2023 Q2	$21.5K	Buy	146 +12	+9%	+$1.65K	﹤0.01%	1130
2023 Q1	$16.3K	Sell	134 -5	-4%	-$585	﹤0.01%	1156
2022 Q4	$15.2K	Buy	139 +5	+4%	+$543	﹤0.01%	1167
2022 Q3	$12K	Buy	134 +108	+415%	+$10K	﹤0.01%	1066
2022 Q2	$2K	Hold	26	–	–	﹤0.01%	1470
2022 Q1	$3K	Buy	+26	New	+$2.55K	﹤0.01%	1397