Integrated Wealth Concepts’s Mueller Industries MLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.58M Buy
45,007
+2,328
+5% +$185K 0.04% 431
2025
Q1
$3.25M Sell
42,679
-3,725
-8% -$284K 0.04% 437
2024
Q4
$3.68M Buy
46,404
+2,401
+5% +$191K 0.04% 364
2024
Q3
$3.26M Sell
44,003
-1,148
-3% -$85.1K 0.04% 401
2024
Q2
$2.57M Buy
45,151
+1,737
+4% +$98.9K 0.04% 436
2024
Q1
$2.34M Buy
+43,414
New +$2.34M 0.03% 469