SW
SkyOak Wealth’s Mueller Industries MLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Buy |
3,649
+74
| +2% | +$5.88K | 0.06% | 180 |
|
|
2025
Q1 | $272K | Sell |
3,575
-1,306
| -27% | -$99.4K | 0.06% | 183 |
|
|
2024
Q4 | $387K | Sell |
4,881
-506
| -9% | -$40.2K | 0.08% | 140 |
|
|
2024
Q3 | $399K | Sell |
5,387
-647
| -11% | -$47.9K | 0.09% | 132 |
|
|
2024
Q2 | $344K | Sell |
6,034
-709
| -11% | -$40.4K | 0.08% | 151 |
|
|
2024
Q1 | $364K | Buy |
+6,743
| New | +$364K | 0.09% | 157 |
|
|
2023
Q2 | – | Sell |
-3,531
| Closed | -$259K | – | 259 |
|
|
2023
Q1 | $259K | Buy |
+3,531
| New | +$259K | 0.08% | 181 |
|
|
2022
Q4 | – | Sell |
-3,736
| Closed | -$222K | – | 239 |
|
|
2022
Q3 | $222K | Buy |
+3,736
| New | +$222K | 0.08% | 186 |
|
|
2022
Q2 | – | Sell |
-4,055
| Closed | -$220K | – | 241 |
|
|
2022
Q1 | $220K | Sell |
4,055
-294
| -7% | -$16K | 0.06% | 209 |
|
|
2021
Q4 | $258K | Buy |
+4,349
| New | +$258K | 0.07% | 194 |
|