SageView Advisory Group’s Mueller Industries MLI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$871K Sell
9,915
-128
-1% -$11.3K 0.03% 262
2025
Q1
$765K Buy
10,043
+189
+2% +$14.4K 0.03% 265
2024
Q4
$782K Sell
9,854
-1,573
-14% -$125K 0.03% 259
2024
Q3
$847K Sell
11,427
-2,557
-18% -$189K 0.04% 223
2024
Q2
$796K Buy
+13,984
New +$796K 0.04% 255
2024
Q1
Sell
-16,808
Closed -$837K 687
2023
Q4
$837K Buy
+16,808
New +$837K 0.04% 284