Shelton Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-1,375
| Closed | -$337K | – | 728 |
|
|
2025
Q2 | $337K | Sell |
1,375
-35
| -2% | -$7.93K | 0.01% | 449 |
|
|
2025
Q1 | $268K | Sell |
1,410
-338
| -19% | -$70.5K | 0.01% | 524 |
|
|
2024
Q4 | $371K | Sell |
1,748
-76
| -4% | -$16.6K | 0.01% | 420 |
|
|
2024
Q3 | $398K | Hold |
1,824
| – | – | 0.01% | 402 |
|
|
2024
Q2 | $340K | Sell |
1,824
-98
| -5% | -$17.9K | 0.01% | 440 |
|
|
2024
Q1 | $311K | Sell |
1,922
-109
| -5% | -$16.7K | 0.01% | 512 |
|
|
2023
Q4 | $314K | Hold |
2,031
| – | – | 0.01% | 480 |
|
|
2023
Q3 | $292K | Sell |
2,031
-163
| -7% | -$25.7K | 0.01% | 483 |
|
|
2023
Q2 | $324K | Sell |
2,194
-129
| -6% | -$17.8K | 0.01% | 457 |
|
|
2023
Q1 | $283K | Buy |
+2,323
| New | +$272K | 0.01% | 506 |
|
|
2022
Q1 | – | Sell |
-1,884
| Closed | -$201K | – | 820 |
|
|
2021
Q4 | $201K | Buy |
+1,884
| New | +$198K | 0.01% | 803 |
|
|
2016
Q4 | – | Sell |
-12,298
| Closed | -$412K | – | 868 |
|
|
2016
Q3 | $412K | Hold |
12,298
| – | – | 0.04% | 444 |
|
|
2016
Q2 | $449K | Hold |
12,298
| – | – | 0.04% | 405 |
|
|
2016
Q1 | $409K | Hold |
12,298
| – | – | 0.04% | 431 |
|
|
2015
Q4 | $360K | Hold |
12,298
| – | – | 0.04% | 462 |
|
|
2015
Q3 | $357K | Hold |
12,298
| – | – | 0.04% | 455 |
|
|
2015
Q2 | $390K | Hold |
12,298
| – | – | 0.04% | 469 |
|
|
2015
Q1 | $369K | Buy |
12,298
+1,538
| +14% | +$44.9K | 0.04% | 506 |
|
|
2014
Q4 | $319K | Hold |
10,760
| – | – | 0.04% | 552 |
|
|
2014
Q3 | $271K | Hold |
10,760
| – | – | 0.04% | 588 |
|
|
2014
Q2 | $283K | Buy |
10,760
+336
| +3% | +$8.6K | 0.04% | 589 |
|
|
2014
Q1 | $287K | Hold |
10,424
| – | – | 0.04% | 550 |
|
|
2013
Q4 | $284K | Buy |
10,424
+1,800
| +21% | +$46.7K | 0.04% | 536 |
|
|
2013
Q3 | $201K | Buy |
+8,624
| New | +$203K | 0.03% | 646 |
|
Other funds holding BMI
