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 |
|