EWM
Empirical Wealth Management’s Mueller Industries MLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
12,803
+1,522
| +13% | +$121K | 0.02% | 312 |
|
|
2025
Q1 | $859K | Buy |
11,281
+1,020
| +10% | +$77.7K | 0.02% | 314 |
|
|
2024
Q4 | $814K | Buy |
10,261
+716
| +8% | +$56.8K | 0.02% | 304 |
|
|
2024
Q3 | $707K | Sell |
9,545
-76
| -0.8% | -$5.63K | 0.02% | 317 |
|
|
2024
Q2 | $548K | Buy |
9,621
+2,452
| +34% | +$140K | 0.02% | 337 |
|
|
2024
Q1 | $387K | Sell |
7,169
-20
| -0.3% | -$1.08K | 0.01% | 383 |
|
|
2023
Q4 | $339K | Buy |
7,189
+3,736
| +108% | +$176K | 0.01% | 375 |
|
|
2023
Q3 | $260K | Buy |
+3,453
| New | +$260K | 0.01% | 396 |
|