Avantax Advisory Services’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 | $835K | Buy |
10,502
+1,574
| +18% | +$125K | ﹤0.01% | 1275 |
|
|
2025
Q1 | $680K | Sell |
8,928
-1,634
| -15% | -$124K | ﹤0.01% | 1322 |
|
|
2024
Q4 | $838K | Buy |
10,562
+1,207
| +13% | +$95.8K | 0.01% | 1126 |
|
|
2024
Q3 | $693K | Buy |
9,355
+168
| +2% | +$12.4K | ﹤0.01% | 1213 |
|
|
2024
Q2 | $523K | Buy |
9,187
+429
| +5% | +$24.4K | ﹤0.01% | 1335 |
|
|
2024
Q1 | $472K | Buy |
8,758
+1,568
| +22% | +$84.6K | ﹤0.01% | 1065 |
|
|
2023
Q4 | $339K | Buy |
7,190
+838
| +13% | +$39.5K | ﹤0.01% | 1176 |
|
|
2023
Q3 | $239K | Buy |
6,352
+132
| +2% | +$4.96K | ﹤0.01% | 1324 |
|
|
2023
Q2 | $271K | Sell |
6,220
-444
| -7% | -$19.4K | ﹤0.01% | 1238 |
|
|
2023
Q1 | $245K | Buy |
+6,664
| New | +$245K | ﹤0.01% | 1260 |
|