Waverly 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 | $12.2M | Sell |
49,886
-2,152
| -4% | -$527K | 0.13% | 161 |
|
|
2025
Q1 | $9.9M | Buy |
52,038
+330
| +0.6% | +$62.8K | 0.12% | 183 |
|
|
2024
Q4 | $11M | Sell |
51,708
-325
| -0.6% | -$68.9K | 0.17% | 130 |
|
|
2024
Q3 | $11.4M | Buy |
52,033
+7,131
| +16% | +$1.56M | 0.21% | 108 |
|
|
2024
Q2 | $8.37M | Buy |
+44,902
| New | +$8.37M | 0.16% | 129 |
|