EverSource Wealth Advisors’s Mueller Industries MLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.3K | Buy |
1,136
+449
| +65% | +$35.7K | ﹤0.01% | 1263 |
|
|
2025
Q1 | $52.3K | Buy |
687
+51
| +8% | +$3.88K | ﹤0.01% | 1219 |
|
|
2024
Q4 | $50.5K | Sell |
636
-121
| -16% | -$9.6K | ﹤0.01% | 1186 |
|
|
2024
Q3 | $56.1K | Sell |
757
-613
| -45% | -$45.4K | ﹤0.01% | 1019 |
|
|
2024
Q2 | $97.2K | Sell |
1,370
-20
| -1% | -$1.42K | 0.01% | 813 |
|
|
2024
Q1 | $77.6K | Sell |
1,390
-30
| -2% | -$1.68K | 0.01% | 806 |
|
|
2023
Q4 | $67K | Buy |
1,420
+24
| +2% | +$1.13K | 0.01% | 784 |
|
|
2023
Q3 | $52.5K | Sell |
1,396
-16
| -1% | -$601 | 0.01% | 784 |
|
|
2023
Q2 | $61.6K | Buy |
1,412
+30
| +2% | +$1.31K | 0.01% | 755 |
|
|
2023
Q1 | $50.8K | Sell |
1,382
-94
| -6% | -$3.45K | 0.01% | 790 |
|
|
2022
Q4 | $43.6K | Sell |
1,476
-1,700
| -54% | -$50.2K | 0.01% | 811 |
|
|
2022
Q3 | $94K | Sell |
3,176
-1,058
| -25% | -$31.3K | 0.02% | 444 |
|
|
2022
Q2 | $113K | Buy |
4,234
+3,346
| +377% | +$89.3K | 0.03% | 346 |
|
|
2022
Q1 | $24K | Hold |
888
| – | – | 0.01% | 636 |
|
|
2021
Q4 | $26K | Buy |
+888
| New | +$26K | 0.01% | 586 |
|