Creative Planning’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 | $5.69M | Buy |
71,544
+5,016
| +8% | +$399K | ﹤0.01% | 719 |
|
|
2025
Q1 | $5.07M | Buy |
66,528
+20,199
| +44% | +$1.54M | ﹤0.01% | 701 |
|
|
2024
Q4 | $3.68M | Buy |
46,329
+6,248
| +16% | +$496K | ﹤0.01% | 801 |
|
|
2024
Q3 | $2.97M | Buy |
40,081
+10,714
| +36% | +$794K | ﹤0.01% | 867 |
|
|
2024
Q2 | $1.67M | Buy |
29,367
+1,897
| +7% | +$108K | ﹤0.01% | 1079 |
|
|
2024
Q1 | $1.48M | Buy |
27,470
+4,625
| +20% | +$249K | ﹤0.01% | 1104 |
|
|
2023
Q4 | $1.08M | Buy |
22,845
+1,359
| +6% | +$64.1K | ﹤0.01% | 1188 |
|
|
2023
Q3 | $807K | Sell |
21,486
-726
| -3% | -$27.3K | ﹤0.01% | 1271 |
|
|
2023
Q2 | $969K | Buy |
22,212
+1,484
| +7% | +$64.8K | ﹤0.01% | 1140 |
|
|
2023
Q1 | $762K | Buy |
20,728
+782
| +4% | +$28.7K | ﹤0.01% | 1219 |
|
|
2022
Q4 | $588K | Buy |
19,946
+942
| +5% | +$27.8K | ﹤0.01% | 1332 |
|
|
2022
Q3 | $565K | Buy |
19,004
+844
| +5% | +$25.1K | ﹤0.01% | 1251 |
|
|
2022
Q2 | $484K | Buy |
18,160
+7,844
| +76% | +$209K | ﹤0.01% | 1331 |
|
|
2022
Q1 | $279K | Sell |
10,316
-238
| -2% | -$6.44K | ﹤0.01% | 1678 |
|
|
2021
Q4 | $313K | Sell |
10,554
-2,764
| -21% | -$82K | ﹤0.01% | 1594 |
|
|
2021
Q3 | $274K | Buy |
13,318
+2,718
| +26% | +$55.9K | ﹤0.01% | 1647 |
|
|
2021
Q2 | $230K | Sell |
10,600
-1,000
| -9% | -$21.7K | ﹤0.01% | 1716 |
|
|
2021
Q1 | $240K | Sell |
11,600
-4,896
| -30% | -$101K | ﹤0.01% | 1917 |
|
|
2020
Q4 | $290K | Buy |
16,496
+946
| +6% | +$16.6K | ﹤0.01% | 1627 |
|
|
2020
Q3 | $210K | Buy |
+15,550
| New | +$210K | ﹤0.01% | 1630 |
|
|
2020
Q1 | – | Sell |
-15,572
| Closed | -$247K | – | 1852 |
|
|
2019
Q4 | $247K | Sell |
15,572
-152
| -1% | -$2.41K | ﹤0.01% | 1503 |
|
|
2019
Q3 | $225K | Hold |
15,724
| – | – | ﹤0.01% | 1523 |
|
|
2019
Q2 | $230K | Buy |
+15,724
| New | +$230K | ﹤0.01% | 1522 |
|
|
2018
Q1 | – | Sell |
-11,900
| Closed | -$211K | – | 1937 |
|
|
2017
Q4 | $211K | Hold |
11,900
| – | – | ﹤0.01% | 1560 |
|
|
2017
Q3 | $208K | Buy |
11,900
+1,884
| +19% | +$32.9K | ﹤0.01% | 1568 |
|
|
2017
Q2 | $152K | Hold |
10,016
| – | – | ﹤0.01% | 1673 |
|
|
2017
Q1 | $171K | Hold |
10,016
| – | – | ﹤0.01% | 1576 |
|
|
2016
Q4 | $200K | Hold |
10,016
| – | – | ﹤0.01% | 1403 |
|
|
2016
Q3 | $162K | Hold |
10,016
| – | – | ﹤0.01% | 1520 |
|
|
2016
Q2 | $160K | Hold |
10,016
| – | – | ﹤0.01% | 1367 |
|
|
2016
Q1 | $147K | Sell |
10,016
-8,574
| -46% | -$126K | ﹤0.01% | 1384 |
|
|
2015
Q4 | $252K | Buy |
18,590
+8,574
| +86% | +$116K | ﹤0.01% | 1068 |
|
|
2015
Q3 | $148K | Buy |
+10,016
| New | +$148K | ﹤0.01% | 1347 |
|
|
2015
Q2 | – | Sell |
-10,450
| Closed | -$189K | – | 2148 |
|
|
2015
Q1 | $189K | Hold |
10,450
| – | – | ﹤0.01% | 1212 |
|
|
2014
Q4 | $178K | Sell |
10,450
-170
| -2% | -$2.9K | ﹤0.01% | 1210 |
|
|
2014
Q3 | $152K | Hold |
10,620
| – | – | ﹤0.01% | 1214 |
|
|
2014
Q2 | $156K | Buy |
10,620
+900
| +9% | +$13.2K | ﹤0.01% | 1163 |
|
|
2014
Q1 | $146K | Sell |
9,720
-34,440
| -78% | -$517K | ﹤0.01% | 1158 |
|
|
2013
Q4 | $696K | Buy |
44,160
+34,876
| +376% | +$550K | 0.01% | 419 |
|
|
2013
Q3 | $129K | Buy |
9,284
+884
| +11% | +$12.3K | ﹤0.01% | 968 |
|
|
2013
Q2 | $106K | Buy |
+8,400
| New | +$106K | ﹤0.01% | 955 |
|