Sequoia Financial 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	$554K	Sell	3,638 -413	-10%	-$64.8K	﹤0.01%	1219
2025 Q4	$707K	Buy	4,051 +398	+11%	+$71.7K	﹤0.01%	1078
2025 Q3	$652K	Sell	3,653 -839	-19%	-$165K	﹤0.01%	996
2025 Q2	$1.1M	Buy	4,492 +21	+0.5%	+$4.76K	0.01%	651
2025 Q1	$851K	Buy	4,471 +2,516	+129%	+$525K	0.01%	674
2024 Q4	$415K	Buy	1,955 +34	+2%	+$7.4K	﹤0.01%	879
2024 Q3	$420K	Sell	1,921 -43	-2%	-$8.62K	﹤0.01%	820
2024 Q2	$366K	Buy	1,964 +28	+1%	+$5.11K	﹤0.01%	811
2024 Q1	$313K	Sell	1,936 -50	-3%	-$7.68K	﹤0.01%	842
2023 Q4	$307K	Sell	1,986 -48	-2%	-$6.99K	﹤0.01%	922
2023 Q3	$293K	Buy	2,034 +108	+6%	+$17.1K	0.01%	702
2023 Q2	$284K	Buy	1,926 +263	+16%	+$36.2K	﹤0.01%	720
2023 Q1	$203K	Buy	+1,663	New	+$194K	﹤0.01%	762