U.S. Capital Wealth 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 | – | Sell |
-6,204
| Closed | -$1.18M | – | 885 |
|
|
2025
Q1 | $1.18M | Hold |
6,204
| – | – | 0.04% | 392 |
|
|
2024
Q4 | $1.32M | Buy |
6,204
+50
| +0.8% | +$10.6K | 0.04% | 386 |
|
|
2024
Q3 | $1.34M | Hold |
6,154
| – | – | 0.05% | 321 |
|
|
2024
Q2 | $1.15M | Hold |
6,154
| – | – | 0.04% | 328 |
|
|
2024
Q1 | $996K | Buy |
6,154
+200
| +3% | +$32.4K | 0.04% | 343 |
|
|
2023
Q4 | $919K | Sell |
5,954
-200
| -3% | -$30.9K | 0.04% | 344 |
|
|
2023
Q3 | $885K | Hold |
6,154
| – | – | 0.04% | 332 |
|
|
2023
Q2 | $908K | Hold |
6,154
| – | – | 0.04% | 343 |
|
|
2023
Q1 | $750K | Hold |
6,154
| – | – | 0.03% | 357 |
|
|
2022
Q4 | $671K | Hold |
6,154
| – | – | 0.03% | 403 |
|
|
2022
Q3 | $569K | Sell |
6,154
-100
| -2% | -$9.25K | 0.03% | 418 |
|
|
2022
Q2 | $506K | Sell |
6,254
-2,000
| -24% | -$162K | 0.02% | 448 |
|
|
2022
Q1 | $823K | Hold |
8,254
| – | – | 0.03% | 427 |
|
|
2021
Q4 | $880K | Hold |
8,254
| – | – | 0.03% | 417 |
|
|
2021
Q3 | $835K | Buy |
+8,254
| New | +$835K | 0.04% | 416 |
|