Creative Planning’s Mueller Water Products MWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
47,574
-11,681
| -20% | -$281K | ﹤0.01% | 1732 |
|
|
2025
Q1 | $1.51M | Buy |
59,255
+20,922
| +55% | +$532K | ﹤0.01% | 1389 |
|
|
2024
Q4 | $862K | Buy |
38,333
+14,566
| +61% | +$328K | ﹤0.01% | 1748 |
|
|
2024
Q3 | $516K | Buy |
23,767
+1,405
| +6% | +$30.5K | ﹤0.01% | 2081 |
|
|
2024
Q2 | $401K | Sell |
22,362
-726
| -3% | -$13K | ﹤0.01% | 2115 |
|
|
2024
Q1 | $371K | Buy |
23,088
+7,787
| +51% | +$125K | ﹤0.01% | 2069 |
|
|
2023
Q4 | $220K | Buy |
+15,301
| New | +$220K | ﹤0.01% | 2335 |
|
|
2017
Q3 | – | Sell |
-181
| Closed | -$2K | – | 2958 |
|
|
2017
Q2 | $2K | Hold |
181
| – | – | ﹤0.01% | 4230 |
|
|
2017
Q1 | $2K | Hold |
181
| – | – | ﹤0.01% | 4213 |
|
|
2016
Q4 | $2K | Buy |
181
+93
| +106% | +$1.03K | ﹤0.01% | 4169 |
|
|
2016
Q3 | $1K | Sell |
88
-512
| -85% | -$5.82K | ﹤0.01% | 4247 |
|
|
2016
Q2 | $7K | Hold |
600
| – | – | ﹤0.01% | 3410 |
|
|
2016
Q1 | $6K | Buy |
600
+234
| +64% | +$2.34K | ﹤0.01% | 3451 |
|
|
2015
Q4 | $3K | Hold |
366
| – | – | ﹤0.01% | 3835 |
|
|
2015
Q3 | $3K | Buy |
+366
| New | +$3K | ﹤0.01% | 3767 |
|
|
2015
Q2 | – | Sell |
-366
| Closed | -$4K | – | 2210 |
|
|
2015
Q1 | $4K | Sell |
366
-2,199
| -86% | -$24K | ﹤0.01% | 3565 |
|
|
2014
Q4 | $26K | Buy |
2,565
+1,364
| +114% | +$13.8K | ﹤0.01% | 2445 |
|
|
2014
Q3 | $10K | Buy |
+1,201
| New | +$10K | ﹤0.01% | 2901 |
|
|
2014
Q2 | – | Sell |
-231
| Closed | -$2K | – | 3762 |
|
|
2014
Q1 | $2K | Buy |
+231
| New | +$2K | ﹤0.01% | 3285 |
|