Crestmont 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 | $771K | Buy |
9,696
+189
| +2% | +$15K | 0.28% | 26 |
|
|
2025
Q1 | $724K | Buy |
9,507
+1,079
| +13% | +$82.2K | 0.31% | 23 |
|
|
2024
Q4 | $669K | Sell |
8,428
-78
| -0.9% | -$6.19K | 0.3% | 21 |
|
|
2024
Q3 | $630K | Buy |
8,506
+491
| +6% | +$36.4K | 0.28% | 25 |
|
|
2024
Q2 | $456K | Buy |
8,015
+675
| +9% | +$38.4K | 0.22% | 28 |
|
|
2024
Q1 | $396K | Buy |
7,340
+847
| +13% | +$45.7K | 0.2% | 39 |
|
|
2023
Q4 | $306K | Buy |
6,493
+315
| +5% | +$14.9K | 0.16% | 38 |
|
|
2023
Q3 | $232K | Sell |
6,178
-1,372
| -18% | -$51.6K | 0.14% | 44 |
|
|
2023
Q2 | $329K | Buy |
+7,550
| New | +$329K | 0.19% | 37 |
|