Mission Wealth Management’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	$704K	Buy	4,620 +70	+2%	+$11K	0.01%	404
2025 Q4	$794K	Sell	4,550 -259	-5%	-$46.6K	0.02%	387
2025 Q3	$859K	Sell	4,809 -209	-4%	-$41.1K	0.02%	366
2025 Q2	$1.23M	Sell	5,018 -58	-1%	-$13.1K	0.03%	290
2025 Q1	$966K	Buy	5,076 +219	+5%	+$45.7K	0.02%	312
2024 Q4	$1.03M	Sell	4,857 -44	-0.9%	-$9.58K	0.02%	282
2024 Q3	$1.07M	Sell	4,901 -83	-2%	-$16.6K	0.03%	281
2024 Q2	$929K	Sell	4,984 -522	-9%	-$95.3K	0.03%	285
2024 Q1	$891K	Sell	5,506 -366	-6%	-$56.2K	0.02%	315
2023 Q4	$906K	Buy	5,872 +379	+7%	+$55.2K	0.03%	259
2023 Q3	$790K	Buy	5,493 +61	+1%	+$9.64K	0.03%	262
2023 Q2	$802K	Sell	5,432 -522	-9%	-$71.9K	0.03%	262
2023 Q1	$725K	Sell	5,954 -1,126	-16%	-$132K	0.03%	277
2022 Q4	$772K	Buy	7,080 +188	+3%	+$20.4K	0.04%	250
2022 Q3	$637K	Buy	6,892 +309	+5%	+$28.7K	0.03%	258
2022 Q2	$532K	Buy	6,583 +3,185	+94%	+$263K	0.03%	284
2022 Q1	$338K	Buy	+3,398	New	+$333K	0.02%	390