U.S. Capital Wealth 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
2025 Q2	–	Sell	-6,204	Closed	-$1.18M	–	892
2025 Q1	$1.18M	Hold	6,204	–	–	0.04%	392
2024 Q4	$1.32M	Buy	6,204 +50	+0.8%	+$10.9K	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%	+$30.7K	0.04%	343
2023 Q4	$919K	Sell	5,954 -200	-3%	-$29.1K	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%	-$9.28K	0.03%	419
2022 Q2	$506K	Sell	6,254 -2,000	-24%	-$165K	0.02%	450
2022 Q1	$823K	Hold	8,254	–	–	0.03%	427
2021 Q4	$880K	Hold	8,254	–	–	0.03%	419
2021 Q3	$835K	Buy	+8,254	New	+$844K	0.04%	417