IWS
Insight Wealth Strategies’s Mueller Industries MLI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $239K | Sell |
2,918
-73
| -2% | -$5.99K | 0.03% | 153 |
|
2025
Q1 | $228K | Sell |
2,991
-34,193
| -92% | -$2.6M | 0.03% | 146 |
|
2024
Q4 | $2.95M | Buy |
37,184
+685
| +2% | +$54.4K | 0.4% | 78 |
|
2024
Q3 | $2.7M | Sell |
36,499
-6,316
| -15% | -$468K | 0.36% | 72 |
|
2024
Q2 | $2.44M | Buy |
42,815
+10
| +0% | +$569 | 0.35% | 69 |
|
2024
Q1 | $2.31M | Sell |
42,805
-8,470
| -17% | -$457K | 0.34% | 63 |
|
2023
Q4 | $2.42M | Buy |
51,275
+26,160
| +104% | +$1.23M | 0.39% | 45 |
|
2023
Q3 | $1.89M | Buy |
25,115
+752
| +3% | +$56.5K | 0.36% | 47 |
|
2023
Q2 | $2.13M | Buy |
24,363
+1,539
| +7% | +$134K | 0.41% | 40 |
|
2023
Q1 | $1.68M | Sell |
22,824
-2,802
| -11% | -$206K | 0.33% | 50 |
|
2022
Q4 | $1.51M | Sell |
25,626
-470
| -2% | -$27.7K | 0.29% | 56 |
|
2022
Q3 | $1.39M | Hold |
26,096
| – | – | 0.26% | 67 |
|
2022
Q2 | $1.39M | Buy |
26,096
+8,955
| +52% | +$477K | 0.26% | 67 |
|
2022
Q1 | $929K | Buy |
+17,141
| New | +$929K | 0.14% | 107 |
|