Montag & Associates’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 | – | Sell |
-629
| Closed | -$47.9K | – | 991 |
|
|
2025
Q1 | $47.9K | Hold |
629
| – | – | ﹤0.01% | 625 |
|
|
2024
Q4 | $49.9K | Hold |
629
| – | – | ﹤0.01% | 613 |
|
|
2024
Q3 | $46.6K | Sell |
629
-83
| -12% | -$6.15K | ﹤0.01% | 629 |
|
|
2024
Q2 | $40.5K | Hold |
712
| – | – | ﹤0.01% | 623 |
|
|
2024
Q1 | $38.4K | Hold |
712
| – | – | ﹤0.01% | 626 |
|
|
2023
Q4 | $33.6K | Buy |
+712
| New | +$33.6K | ﹤0.01% | 628 |
|
|
2023
Q3 | – | Sell |
-934
| Closed | -$40.8K | – | 917 |
|
|
2023
Q2 | $40.8K | Hold |
934
| – | – | ﹤0.01% | 588 |
|
|
2023
Q1 | $34.3K | Hold |
934
| – | – | ﹤0.01% | 602 |
|
|
2022
Q4 | $27.6K | Hold |
934
| – | – | ﹤0.01% | 623 |
|
|
2022
Q3 | $28K | Buy |
+934
| New | +$28K | ﹤0.01% | 623 |
|