MWM
Moran Wealth Management’s Mueller Industries MLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.45M | Sell |
68,518
-3,303
| -5% | -$262K | 0.17% | 169 |
|
|
2025
Q1 | $5.47M | Sell |
71,821
-117,060
| -62% | -$8.91M | 0.18% | 160 |
|
|
2024
Q4 | $15M | Sell |
188,881
-5,072
| -3% | -$403K | 0.48% | 70 |
|
|
2024
Q3 | $14.4M | Sell |
193,953
-237
| -0.1% | -$17.6K | 0.44% | 77 |
|
|
2024
Q2 | $11.1M | Sell |
194,190
-368
| -0.2% | -$21K | 0.36% | 94 |
|
|
2024
Q1 | $10.5M | Buy |
194,558
+745
| +0.4% | +$40.2K | 0.34% | 103 |
|
|
2023
Q4 | $9.14M | Buy |
193,813
+104,008
| +116% | +$4.9M | 0.33% | 105 |
|
|
2023
Q3 | $6.75M | Buy |
89,805
+3,960
| +5% | +$298K | 0.26% | 135 |
|
|
2023
Q2 | $7.49M | Sell |
85,845
-1,477
| -2% | -$129K | 0.28% | 125 |
|
|
2023
Q1 | $6.42M | Buy |
87,322
+80,297
| +1,143% | +$5.9M | 0.24% | 131 |
|
|
2022
Q4 | $414K | Buy |
+7,025
| New | +$414K | 0.02% | 310 |
|