Kingsview Wealth Management’s Mueller Industries MLI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-28,404
| Closed | -$2.25M | – | 1152 |
|
2024
Q4 | $2.25M | Buy |
+28,404
| New | +$2.25M | 0.04% | 362 |
|
2023
Q3 | – | Sell |
-24,188
| Closed | -$1.06M | – | 980 |
|
2023
Q2 | $1.06M | Buy |
+24,188
| New | +$1.06M | 0.04% | 392 |
|
2023
Q1 | – | Sell |
-17,392
| Closed | -$513K | – | 924 |
|
2022
Q4 | $513K | Buy |
+17,392
| New | +$513K | 0.02% | 502 |
|
2021
Q3 | – | Sell |
-39,872
| Closed | -$862K | – | 894 |
|
2021
Q2 | $862K | Buy |
39,872
+1,206
| +3% | +$26.1K | 0.04% | 415 |
|
2021
Q1 | $818K | Buy |
+38,666
| New | +$818K | 0.05% | 386 |
|