AE Wealth Management’s Mueller Industries MLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Buy |
20,795
+1,949
| +10% | +$155K | 0.01% | 582 |
|
|
2025
Q1 | $1.44M | Buy |
18,846
+12,539
| +199% | +$955K | 0.01% | 618 |
|
|
2024
Q4 | $501K | Buy |
+6,307
| New | +$501K | ﹤0.01% | 912 |
|
|
2024
Q1 | – | Sell |
-5,077
| Closed | -$245K | – | 1665 |
|
|
2023
Q4 | $245K | Buy |
+5,077
| New | +$245K | ﹤0.01% | 1803 |
|
|
2019
Q2 | – | Sell |
-17,912
| Closed | -$281K | – | 979 |
|
|
2019
Q1 | $281K | Buy |
+17,912
| New | +$281K | 0.02% | 485 |
|