Sequent Planning’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 | $1.24M | Sell |
15,561
-52
| -0.3% | -$4.13K | 0.39% | 41 |
|
|
2025
Q1 | $1.19M | Sell |
15,613
-367
| -2% | -$27.9K | 0.43% | 39 |
|
|
2024
Q4 | $1.27M | Sell |
15,980
-763
| -5% | -$60.6K | 0.47% | 38 |
|
|
2024
Q3 | $1.24M | Buy |
16,743
+1,526
| +10% | +$113K | 0.43% | 39 |
|
|
2024
Q2 | $854K | Sell |
15,217
-665
| -4% | -$37.3K | 0.29% | 56 |
|
|
2024
Q1 | $857K | Buy |
+15,882
| New | +$857K | 0.31% | 58 |
|