J.P. Morgan Private Wealth Advisors’s Mueller Industries MLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.19M | Sell |
31,618
-5,970
| -16% | -$224K | ﹤0.01% | 917 |
|
|
2023
Q2 | $1.64M | Sell |
37,588
-70,474
| -65% | -$3.08M | 0.01% | 631 |
|
|
2023
Q1 | $3.97M | Buy |
108,062
+8,920
| +9% | +$328K | 0.01% | 649 |
|
|
2022
Q4 | $2.92M | Sell |
99,142
-5,146
| -5% | -$152K | 0.01% | 728 |
|
|
2022
Q3 | $3.1M | Sell |
104,288
-12,858
| -11% | -$382K | 0.01% | 699 |
|
|
2022
Q2 | $3.12M | Sell |
117,146
-6,662
| -5% | -$177K | 0.01% | 698 |
|
|
2022
Q1 | $3.35M | Sell |
123,808
-7,508
| -6% | -$203K | 0.01% | 725 |
|
|
2021
Q4 | $3.9M | Sell |
131,316
-29,644
| -18% | -$880K | 0.01% | 681 |
|
|
2021
Q3 | $3.31M | Buy |
160,960
+3,730
| +2% | +$76.7K | 0.01% | 710 |
|
|
2021
Q2 | $3.41M | Buy |
157,230
+5,972
| +4% | +$129K | 0.01% | 693 |
|
|
2021
Q1 | $3.13M | Buy |
151,258
+12,114
| +9% | +$250K | 0.01% | 628 |
|
|
2020
Q4 | $2.44M | Buy |
139,144
+7,318
| +6% | +$128K | 0.01% | 666 |
|
|
2020
Q3 | $1.78M | Buy |
131,826
+25,958
| +25% | +$351K | 0.01% | 681 |
|
|
2020
Q2 | $1.41M | Buy |
105,868
+76,118
| +256% | +$1.01M | 0.01% | 687 |
|
|
2020
Q1 | $356K | Buy |
29,750
+5,176
| +21% | +$61.9K | ﹤0.01% | 1066 |
|
|
2019
Q4 | $390K | Buy |
24,574
+2,764
| +13% | +$43.9K | ﹤0.01% | 1135 |
|
|
2019
Q3 | $313K | Buy |
+21,810
| New | +$313K | ﹤0.01% | 1175 |
|
|
2018
Q4 | – | Sell |
-14,412
| Closed | -$209K | – | 1537 |
|
|
2018
Q3 | $209K | Buy |
+14,412
| New | +$209K | ﹤0.01% | 1455 |
|