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GeoWealth Management’s Mueller Industries MLI Stock Holding History

GeoWealth Management’s Portfolio MLI Stock Details MLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,703
Closed -$770K – 1519
2024
Q4 		$770K Sell
9,703
-962
-9% -$76.3K 0.03% 363
2024
Q3 		$790K Sell
10,665
-3,521
-25% -$261K 0.03% 363
2024
Q2 		$808K Buy
+14,186
New +$808K 0.04% 313