Creative Planning’s Mueller Industries MLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.1M | Buy |
272,880
+35,284
| +15% | +$2.12M | 0.01% | 531 |
|
|
2025
Q4 | $13.6M | Buy |
237,596
+57,272
| +32% | +$3.08M | 0.01% | 507 |
|
|
2025
Q3 | $9.12M | Buy |
180,324
+37,236
| +26% | +$1.71M | 0.01% | 605 |
|
|
2025
Q2 | $5.69M | Buy |
143,088
+10,032
| +8% | +$379K | ﹤0.01% | 720 |
|
|
2025
Q1 | $5.07M | Buy |
133,056
+40,398
| +44% | +$1.61M | ﹤0.01% | 702 |
|
|
2024
Q4 | $3.68M | Buy |
92,658
+12,496
| +16% | +$508K | ﹤0.01% | 803 |
|
|
2024
Q3 | $2.97M | Buy |
80,162
+21,428
| +36% | +$718K | ﹤0.01% | 867 |
|
|
2024
Q2 | $1.67M | Buy |
58,734
+3,794
| +7% | +$106K | ﹤0.01% | 1083 |
|
|
2024
Q1 | $1.48M | Buy |
54,940
+9,250
| +20% | +$229K | ﹤0.01% | 1107 |
|
|
2023
Q4 | $1.08M | Buy |
45,690
+2,718
| +6% | +$54.9K | ﹤0.01% | 1191 |
|
|
2023
Q3 | $807K | Sell |
42,972
-1,452
| -3% | -$28.7K | ﹤0.01% | 1274 |
|
|
2023
Q2 | $969K | Buy |
44,424
+2,968
| +7% | +$56.4K | ﹤0.01% | 1144 |
|
|
2023
Q1 | $762K | Buy |
41,456
+1,564
| +4% | +$27.3K | ﹤0.01% | 1223 |
|
|
2022
Q4 | $588K | Buy |
39,892
+1,884
| +5% | +$30.1K | ﹤0.01% | 1337 |
|
|
2022
Q3 | $565K | Buy |
38,008
+1,688
| +5% | +$26.2K | ﹤0.01% | 1259 |
|
|
2022
Q2 | $484K | Buy |
36,320
+15,688
| +76% | +$213K | ﹤0.01% | 1337 |
|
|
2022
Q1 | $279K | Sell |
20,632
-476
| -2% | -$6.74K | ﹤0.01% | 1679 |
|
|
2021
Q4 | $313K | Sell |
21,108
-5,528
| -21% | -$74.7K | ﹤0.01% | 1594 |
|
|
2021
Q3 | $274K | Buy |
26,636
+5,436
| +26% | +$58.1K | ﹤0.01% | 1649 |
|
|
2021
Q2 | $230K | Sell |
21,200
-2,000
| -9% | -$22.6K | ﹤0.01% | 1725 |
|
|
2021
Q1 | $240K | Sell |
23,200
-9,792
| -30% | -$96.2K | ﹤0.01% | 1952 |
|
|
2020
Q4 | $290K | Buy |
32,992
+1,892
| +6% | +$15.2K | ﹤0.01% | 1654 |
|
|
2020
Q3 | $210K | Buy |
+31,100
| New | +$222K | ﹤0.01% | 1655 |
|
|
2020
Q1 | – | Sell |
-31,144
| Closed | -$247K | – | 2010 |
|
|
2019
Q4 | $247K | Sell |
31,144
-304
| -1% | -$2.33K | ﹤0.01% | 1512 |
|
|
2019
Q3 | $225K | Hold |
31,448
| – | – | ﹤0.01% | 1532 |
|
|
2019
Q2 | $230K | Buy |
+31,448
| New | +$230K | ﹤0.01% | 1529 |
|
|
2018
Q1 | – | Sell |
-23,800
| Closed | -$211K | – | 2082 |
|
|
2017
Q4 | $211K | Hold |
23,800
| – | – | ﹤0.01% | 1570 |
|
|
2017
Q3 | $208K | Buy |
23,800
+3,768
| +19% | +$28.9K | ﹤0.01% | 1581 |
|
|
2017
Q2 | $152K | Hold |
20,032
| – | – | ﹤0.01% | 1685 |
|
|
2017
Q1 | $171K | Hold |
20,032
| – | – | ﹤0.01% | 1586 |
|
|
2016
Q4 | $200K | Hold |
20,032
| – | – | ﹤0.01% | 1412 |
|
|
2016
Q3 | $162K | Hold |
20,032
| – | – | ﹤0.01% | 1528 |
|
|
2016
Q2 | $160K | Hold |
20,032
| – | – | ﹤0.01% | 1373 |
|
|
2016
Q1 | $147K | Sell |
20,032
-17,148
| -46% | -$113K | ﹤0.01% | 1388 |
|
|
2015
Q4 | $252K | Buy |
37,180
+17,148
| +86% | +$130K | ﹤0.01% | 1077 |
|
|
2015
Q3 | $148K | Buy |
+20,032
| New | +$160K | ﹤0.01% | 1355 |
|
|
2015
Q2 | – | Sell |
-20,900
| Closed | -$189K | – | 2250 |
|
|
2015
Q1 | $189K | Hold |
20,900
| – | – | ﹤0.01% | 1218 |
|
|
2014
Q4 | $178K | Sell |
20,900
-340
| -2% | -$2.69K | ﹤0.01% | 1215 |
|
|
2014
Q3 | $152K | Hold |
21,240
| – | – | ﹤0.01% | 1218 |
|
|
2014
Q2 | $156K | Buy |
21,240
+1,800
| +9% | +$13.1K | ﹤0.01% | 1168 |
|
|
2014
Q1 | $146K | Sell |
19,440
-68,880
| -78% | -$528K | ﹤0.01% | 1161 |
|
|
2013
Q4 | $696K | Buy |
88,320
+69,752
| +376% | +$518K | 0.01% | 419 |
|
|
2013
Q3 | $129K | Buy |
18,568
+1,768
| +11% | +$12.2K | ﹤0.01% | 968 |
|
|
2013
Q2 | $106K | Buy |
+16,800
| New | +$109K | ﹤0.01% | 955 |
|
Other funds holding MLI
VCM
VPM
