LWA
Lowe Wealth Advisors’s Badger Meter BMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $191K | Hold |
780
| – | – | 0.07% | 59 |
|
|
2025
Q1 | $148K | Hold |
780
| – | – | 0.06% | 61 |
|
|
2024
Q4 | $165K | Hold |
780
| – | – | 0.07% | 60 |
|
|
2024
Q3 | $170K | Sell |
780
-80
| -9% | -$17.5K | 0.07% | 55 |
|
|
2024
Q2 | $160K | Sell |
860
-360
| -30% | -$67.1K | 0.07% | 52 |
|
|
2024
Q1 | $197K | Sell |
1,220
-380
| -24% | -$61.5K | 0.09% | 49 |
|
|
2023
Q4 | $247K | Hold |
1,600
| – | – | 0.12% | 45 |
|
|
2023
Q3 | $230K | Hold |
1,600
| – | – | 0.12% | 46 |
|
|
2023
Q2 | $236K | Hold |
1,600
| – | – | 0.12% | 47 |
|
|
2023
Q1 | $195K | Hold |
1,600
| – | – | 0.1% | 47 |
|
|
2022
Q4 | $174K | Hold |
1,600
| – | – | 0.1% | 51 |
|
|
2022
Q3 | $148K | Sell |
1,600
-232
| -13% | -$21.5K | 0.09% | 48 |
|
|
2022
Q2 | $148K | Hold |
1,832
| – | – | 0.08% | 50 |
|
|
2022
Q1 | $183K | Sell |
1,832
-250
| -12% | -$25K | 0.08% | 50 |
|
|
2021
Q4 | $222K | Hold |
2,082
| – | – | 0.1% | 45 |
|
|
2021
Q3 | $211K | Hold |
2,082
| – | – | 0.1% | 45 |
|
|
2021
Q2 | $204K | Hold |
2,082
| – | – | 0.1% | 41 |
|
|
2021
Q1 | $194K | Sell |
2,082
-385
| -16% | -$35.9K | 0.1% | 42 |
|
|
2020
Q4 | $232K | Hold |
2,467
| – | – | 0.12% | 31 |
|
|
2020
Q3 | $161K | Sell |
2,467
-625
| -20% | -$40.8K | 0.09% | 38 |
|
|
2020
Q2 | $195K | Sell |
3,092
-400
| -11% | -$25.2K | 0.11% | 32 |
|
|
2020
Q1 | $187K | Sell |
3,492
-700
| -17% | -$37.5K | 0.13% | 30 |
|
|
2019
Q4 | $272K | Hold |
4,192
| – | – | 0.15% | 29 |
|
|
2019
Q3 | $225K | Sell |
4,192
-350
| -8% | -$18.8K | 0.13% | 29 |
|
|
2019
Q2 | $271K | Buy |
+4,542
| New | +$271K | 0.16% | 28 |
|