IFP Advisors’s Mueller Water Products MWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.25K | Sell |
300
-326
| -52% | -$9.04K | ﹤0.01% | 3250 |
|
|
2025
Q4 | $14.9K | Buy |
626
+295
| +89% | +$7.31K | ﹤0.01% | 2867 |
|
|
2025
Q3 | $8.45K | Buy |
+331
| New | +$8.45K | ﹤0.01% | 2989 |
|
|
2025
Q2 | – | Sell |
-9
| Closed | -$223 | – | 3151 |
|
|
2025
Q1 | $229 | Hold |
9
| – | – | ﹤0.01% | 3630 |
|
|
2024
Q4 | $202 | Buy |
+9
| New | +$211 | ﹤0.01% | 3742 |
|
|
2022
Q4 | – | Sell |
-4,845
| Closed | -$60K | – | 4749 |
|
|
2022
Q3 | $60K | Hold |
4,845
| – | – | ﹤0.01% | 2236 |
|
|
2022
Q2 | $60K | Hold |
4,845
| – | – | ﹤0.01% | 2024 |
|
|
2022
Q1 | $60K | Buy |
+4,845
| New | +$62.5K | ﹤0.01% | 2024 |
|
|
2019
Q1 | – | Sell |
-625
| Closed | -$6K | – | 3035 |
|
|
2018
Q4 | $6K | Hold |
625
| – | – | ﹤0.01% | 2762 |
|
|
2018
Q3 | $7K | Buy |
625
+525
| +525% | +$6.21K | ﹤0.01% | 3056 |
|
|
2018
Q2 | $1K | Sell |
100
-2,267
| -96% | -$25.3K | ﹤0.01% | 3745 |
|
|
2018
Q1 | $30K | Hold |
2,367
| – | – | ﹤0.01% | 2134 |
|
|
2017
Q4 | $30K | Buy |
2,367
+171
| +8% | +$2.11K | ﹤0.01% | 2160 |
|
|
2017
Q3 | $28K | Buy |
2,196
+258
| +13% | +$3.06K | ﹤0.01% | 2383 |
|
|
2017
Q2 | $23K | Buy |
1,938
+1,072
| +124% | +$12.3K | ﹤0.01% | 2497 |
|
|
2017
Q1 | $10K | Buy |
866
+107
| +14% | +$1.36K | ﹤0.01% | 2922 |
|
|
2016
Q4 | $10K | Hold |
759
| – | – | ﹤0.01% | 2906 |
|
|
2016
Q3 | $10K | Sell |
759
-25
| -3% | -$299 | ﹤0.01% | 2839 |
|
|
2016
Q2 | $9K | Buy |
+784
| New | +$8.37K | ﹤0.01% | 2801 |
|
|
2016
Q1 | – | Sell |
-843
| Closed | -$7K | – | 3025 |
|
|
2015
Q4 | $7K | Buy |
+843
| New | +$7.36K | ﹤0.01% | 2774 |
|
Other funds holding MWA
VPM
VCM
FMI
