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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.12M | Buy |
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|
2025
Q2 | $5.69M | Buy |
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|
2025
Q1 | $5.07M | Buy |
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|
2024
Q4 | $3.68M | Buy |
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|
2024
Q3 | $2.97M | Buy |
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|
2024
Q2 | $1.67M | Buy |
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|
2024
Q1 | $1.48M | Buy |
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|
2023
Q4 | $1.08M | Buy |
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|
2023
Q3 | $807K | Sell |
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|
2023
Q2 | $969K | Buy |
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|
2023
Q1 | $762K | Buy |
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|
2022
Q4 | $588K | Buy |
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|
2022
Q3 | $565K | Buy |
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|
2022
Q2 | $484K | Buy |
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|
2022
Q1 | $279K | Sell |
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|
2021
Q4 | $313K | Sell |
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|
2021
Q3 | $274K | Buy |
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|
2021
Q2 | $230K | Sell |
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|
2021
Q1 | $240K | Sell |
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|
2020
Q4 | $290K | Buy |
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|
2020
Q3 | $210K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $247K | Sell |
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|
2019
Q3 | $225K | Hold |
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|
2019
Q2 | $230K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $211K | Hold |
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|
2017
Q3 | $208K | Buy |
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|
2017
Q2 | $152K | Hold |
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|
2017
Q1 | $171K | Hold |
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|
2016
Q4 | $200K | Hold |
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|
2016
Q3 | $162K | Hold |
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|
2016
Q2 | $160K | Hold |
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|
2016
Q1 | $147K | Sell |
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|
2015
Q4 | $252K | Buy |
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|
2015
Q3 | $148K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $189K | Hold |
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|
2014
Q4 | $178K | Sell |
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|
2014
Q3 | $152K | Hold |
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|
2014
Q2 | $156K | Buy |
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|
2014
Q1 | $146K | Sell |
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|
2013
Q4 | $696K | Buy |
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|
2013
Q3 | $129K | Buy |
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|
2013
Q2 | $106K | Buy |
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