IFP 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 | $1.37K | Hold |
9
| – | – | ﹤0.01% | 4088 |
|
|
2025
Q4 | $1.57K | Sell |
9
-247
| -96% | -$44.5K | ﹤0.01% | 3919 |
|
|
2025
Q3 | $45.7K | Sell |
256
-214
| -46% | -$42.1K | ﹤0.01% | 2116 |
|
|
2025
Q2 | $141K | Sell |
470
-68
| -13% | -$15.4K | ﹤0.01% | 1447 |
|
|
2025
Q1 | $102K | Buy |
538
+529
| +5,878% | +$110K | ﹤0.01% | 1513 |
|
|
2024
Q4 | $1.91K | Buy |
9
+2
| +29% | +$436 | ﹤0.01% | 3118 |
|
|
2024
Q3 | $1.53K | Hold |
7
| – | – | ﹤0.01% | 2989 |
|
|
2024
Q2 | $1.3K | Buy |
+7
| New | +$1.28K | ﹤0.01% | 2923 |
|
|
2023
Q1 | – | Sell |
-35
| Closed | -$2K | – | 3478 |
|
|
2022
Q4 | $2K | Hold |
35
| – | – | ﹤0.01% | 4119 |
|
|
2022
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 4319 |
|
|
2022
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 4087 |
|
|
2022
Q1 | $2K | Buy |
+35
| New | +$3.43K | ﹤0.01% | 4087 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3525 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3221 |
|
|
2021
Q1 | – | Sell |
-258
| Closed | -$26K | – | 3158 |
|
|
2020
Q4 | $24K | Hold |
258
| – | – | ﹤0.01% | 1724 |
|
|
2020
Q3 | $17K | Hold |
258
| – | – | ﹤0.01% | 1698 |
|
|
2020
Q2 | $16K | Hold |
258
| – | – | ﹤0.01% | 1635 |
|
|
2020
Q1 | $14K | Hold |
258
| – | – | ﹤0.01% | 1629 |
|
|
2019
Q4 | $17K | Hold |
258
| – | – | ﹤0.01% | 1680 |
|
|
2019
Q3 | $14K | Buy |
+258
| New | +$13.9K | ﹤0.01% | 1904 |
|
|
2019
Q1 | – | Sell |
-258
| Closed | -$12K | – | 2477 |
|
|
2018
Q4 | $12K | Hold |
258
| – | – | ﹤0.01% | 2395 |
|
|
2018
Q3 | $14K | Hold |
258
| – | – | ﹤0.01% | 2646 |
|
|
2018
Q2 | $12K | Hold |
258
| – | – | ﹤0.01% | 2776 |
|
|
2018
Q1 | $12K | Hold |
258
| – | – | ﹤0.01% | 2663 |
|
|
2017
Q4 | $12K | Sell |
258
-1,000
| -79% | -$46.4K | ﹤0.01% | 2700 |
|
|
2017
Q3 | $62K | Buy |
1,258
+258
| +26% | +$11.5K | ﹤0.01% | 1854 |
|
|
2017
Q2 | $40K | Hold |
1,000
| – | – | ﹤0.01% | 2111 |
|
|
2017
Q1 | $37K | Hold |
1,000
| – | – | ﹤0.01% | 2101 |
|
|
2016
Q4 | $37K | Hold |
1,000
| – | – | ﹤0.01% | 2046 |
|
|
2016
Q3 | $34K | Hold |
1,000
| – | – | ﹤0.01% | 2050 |
|
|
2016
Q2 | $37K | Buy |
+1,000
| New | +$35.8K | ﹤0.01% | 1948 |
|
Other funds holding BMI
VPM
VCM
