Rockline 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
Q2 | $341K | Sell |
4,285
-359
| -8% | -$28.5K | 0.08% | 78 |
|
2025
Q1 | $354K | Sell |
4,644
-184
| -4% | -$14K | 0.1% | 74 |
|
2024
Q4 | $383K | Buy |
4,828
+500
| +12% | +$39.7K | 0.1% | 75 |
|
2024
Q3 | $321K | Hold |
4,328
| – | – | 0.09% | 80 |
|
2024
Q2 | $246K | Hold |
4,328
| – | – | 0.08% | 89 |
|
2024
Q1 | $233K | Hold |
4,328
| – | – | 0.08% | 87 |
|
2023
Q4 | $204K | Buy |
+4,328
| New | +$204K | 0.08% | 87 |
|