EverSource Wealth Advisors’s Badger Meter BMI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$50.7K Buy
207
+34
+20% +$8.33K ﹤0.01% 1598
2025
Q1
$32.9K Buy
173
+31
+22% +$5.9K ﹤0.01% 1436
2024
Q4
$30.1K Buy
142
+4
+3% +$849 ﹤0.01% 1410
2024
Q3
$30.1K Hold
138
﹤0.01% 1278
2024
Q2
$28.5K Buy
138
+16
+13% +$3.3K ﹤0.01% 1345
2024
Q1
$22.3K Buy
122
+3
+3% +$549 ﹤0.01% 1313
2023
Q4
$18.4K Sell
119
-23
-16% -$3.55K ﹤0.01% 1273
2023
Q3
$20.4K Sell
142
-4
-3% -$576 ﹤0.01% 1119
2023
Q2
$21.5K Buy
146
+12
+9% +$1.77K ﹤0.01% 1130
2023
Q1
$16.3K Sell
134
-5
-4% -$609 ﹤0.01% 1155
2022
Q4
$15.2K Buy
139
+5
+4% +$545 ﹤0.01% 1167
2022
Q3
$12K Buy
134
+108
+415% +$9.67K ﹤0.01% 1066
2022
Q2
$2K Hold
26
﹤0.01% 1470
2022
Q1
$3K Buy
+26
New +$3K ﹤0.01% 1397