Carson Wealth (CWM LLC)’s Mueller Industries MLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83K | Sell |
1,047
-130
| -11% | -$10.3K | ﹤0.01% | 2876 |
|
|
2025
Q1 | $90K | Buy |
1,177
+256
| +28% | +$19.6K | ﹤0.01% | 2503 |
|
|
2024
Q4 | $73K | Sell |
921
-74
| -7% | -$5.87K | ﹤0.01% | 2495 |
|
|
2024
Q3 | $74K | Sell |
995
-773
| -44% | -$57.5K | ﹤0.01% | 2387 |
|
|
2024
Q2 | $101K | Buy |
1,768
+941
| +114% | +$53.8K | ﹤0.01% | 1971 |
|
|
2024
Q1 | $45K | Buy |
827
+223
| +37% | +$12.1K | ﹤0.01% | 2355 |
|
|
2023
Q4 | $28K | Sell |
604
-200
| -25% | -$9.27K | ﹤0.01% | 2560 |
|
|
2023
Q3 | $30K | Buy |
804
+64
| +9% | +$2.39K | ﹤0.01% | 2410 |
|
|
2023
Q2 | $32K | Hold |
740
| – | – | ﹤0.01% | 2315 |
|
|
2023
Q1 | $27K | Hold |
740
| – | – | ﹤0.01% | 2293 |
|
|
2022
Q4 | $22K | Buy |
740
+96
| +15% | +$2.85K | ﹤0.01% | 2296 |
|
|
2022
Q3 | $19K | Buy |
644
+74
| +13% | +$2.18K | ﹤0.01% | 2251 |
|
|
2022
Q2 | $15K | Hold |
570
| – | – | ﹤0.01% | 2316 |
|
|
2022
Q1 | $15K | Hold |
570
| – | – | ﹤0.01% | 2250 |
|
|
2021
Q4 | $17K | Buy |
+570
| New | +$17K | ﹤0.01% | 2078 |
|
|
2019
Q1 | – | Sell |
-1,100
| Closed | -$13K | – | 3115 |
|
|
2018
Q4 | $13K | Hold |
1,100
| – | – | ﹤0.01% | 1248 |
|
|
2018
Q3 | $16K | Buy |
+1,100
| New | +$16K | ﹤0.01% | 1012 |
|