OneDigital Investment Advisors’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 | $291K | Buy |
3,664
+95
| +3% | +$7.55K | ﹤0.01% | 1182 |
|
|
2025
Q1 | $272K | Buy |
+3,569
| New | +$272K | ﹤0.01% | 1163 |
|
|
2019
Q3 | – | Sell |
-800
| Closed | -$12K | – | 887 |
|
|
2019
Q2 | $12K | Hold |
800
| – | – | ﹤0.01% | 903 |
|
|
2019
Q1 | $13K | Hold |
800
| – | – | ﹤0.01% | 827 |
|
|
2018
Q4 | $9K | Hold |
800
| – | – | ﹤0.01% | 872 |
|
|
2018
Q3 | $12K | Hold |
800
| – | – | ﹤0.01% | 791 |
|
|
2018
Q2 | $12K | Hold |
800
| – | – | ﹤0.01% | 990 |
|
|
2018
Q1 | $10K | Hold |
800
| – | – | ﹤0.01% | 1028 |
|
|
2017
Q4 | $14K | Hold |
800
| – | – | ﹤0.01% | 908 |
|
|
2017
Q3 | $14K | Hold |
800
| – | – | 0.01% | 753 |
|
|
2017
Q2 | $12K | Buy |
+800
| New | +$12K | ﹤0.01% | 900 |
|