Sequoia Financial Advisors’s Badger Meter BMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
4,492
+21
| +0.5% | +$5.14K | 0.01% | 647 |
|
|
2025
Q1 | $851K | Buy |
4,471
+2,516
| +129% | +$479K | 0.01% | 670 |
|
|
2024
Q4 | $415K | Buy |
1,955
+34
| +2% | +$7.21K | ﹤0.01% | 874 |
|
|
2024
Q3 | $420K | Sell |
1,921
-43
| -2% | -$9.39K | ﹤0.01% | 818 |
|
|
2024
Q2 | $366K | Buy |
1,964
+28
| +1% | +$5.22K | ﹤0.01% | 809 |
|
|
2024
Q1 | $313K | Sell |
1,936
-50
| -3% | -$8.09K | ﹤0.01% | 838 |
|
|
2023
Q4 | $307K | Sell |
1,986
-48
| -2% | -$7.41K | ﹤0.01% | 919 |
|
|
2023
Q3 | $293K | Buy |
2,034
+108
| +6% | +$15.5K | 0.01% | 699 |
|
|
2023
Q2 | $284K | Buy |
1,926
+263
| +16% | +$38.8K | ﹤0.01% | 718 |
|
|
2023
Q1 | $203K | Buy |
+1,663
| New | +$203K | ﹤0.01% | 759 |
|