MWPCG
Measured Wealth Private Client Group’s Mueller Industries MLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $801K | Buy |
10,075
+1,083
| +12% | +$86.1K | 0.24% | 61 |
|
|
2025
Q1 | $685K | Sell |
8,992
-10
| -0.1% | -$761 | 0.22% | 68 |
|
|
2024
Q4 | $714K | Sell |
9,002
-786
| -8% | -$62.4K | 0.23% | 54 |
|
|
2024
Q3 | $725K | Sell |
9,788
-964
| -9% | -$71.4K | 0.24% | 55 |
|
|
2024
Q2 | $612K | Sell |
10,752
-239
| -2% | -$13.6K | 0.22% | 72 |
|
|
2024
Q1 | $593K | Buy |
10,991
+538
| +5% | +$29K | 0.21% | 81 |
|
|
2023
Q4 | $493K | Buy |
10,453
+5,227
| +100% | +$246K | 0.18% | 94 |
|
|
2023
Q3 | $393K | Buy |
5,226
+522
| +11% | +$39.2K | 0.16% | 103 |
|
|
2023
Q2 | $411K | Sell |
4,704
-31
| -0.7% | -$2.71K | 0.16% | 111 |
|
|
2023
Q1 | $348K | Buy |
+4,735
| New | +$348K | 0.13% | 116 |
|