Corient Private Wealth’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
$1.48M Buy
18,661
+2,248
+14% +$179K ﹤0.01% 1237
2025
Q1
$1.25M Buy
16,413
+2,135
+15% +$163K ﹤0.01% 1185
2024
Q4
$1.13M Sell
14,278
-2,558
-15% -$203K ﹤0.01% 1265
2024
Q3
$1.25M Buy
16,836
+2,500
+17% +$185K ﹤0.01% 1278
2024
Q2
$816K Buy
14,336
+2,056
+17% +$117K ﹤0.01% 1402
2024
Q1
$662K Sell
12,280
-97
-0.8% -$5.23K ﹤0.01% 1489
2023
Q4
$584K Buy
+12,377
New +$584K ﹤0.01% 1533
2023
Q3
Sell
-12,576
Closed -$549K 2188
2023
Q2
$549K Sell
12,576
-270
-2% -$11.8K ﹤0.01% 1406
2023
Q1
$472K Buy
+12,846
New +$472K ﹤0.01% 1399