Steward Partners Investment Advisory’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 | $79.5K | Buy |
+1,000
| New | +$79.5K | ﹤0.01% | 2240 |
|
|
2025
Q1 | – | Sell |
-1,331
| Closed | -$106K | – | 4103 |
|
|
2024
Q4 | $106K | Buy |
1,331
+18
| +1% | +$1.43K | ﹤0.01% | 1948 |
|
|
2024
Q3 | $97.3K | Buy |
1,313
+130
| +11% | +$9.63K | ﹤0.01% | 1886 |
|
|
2024
Q2 | $67.4K | Buy |
1,183
+156
| +15% | +$8.88K | ﹤0.01% | 1956 |
|
|
2024
Q1 | $55.4K | Buy |
+1,027
| New | +$55.4K | ﹤0.01% | 2057 |
|
|
2023
Q4 | – | Sell |
-700
| Closed | -$26.3K | – | 3533 |
|
|
2023
Q3 | $26.3K | Buy |
+700
| New | +$26.3K | ﹤0.01% | 2178 |
|
|
2020
Q1 | – | Sell |
-176
| Closed | -$2K | – | 2619 |
|
|
2019
Q4 | $2K | Hold |
176
| – | – | ﹤0.01% | 2438 |
|
|
2019
Q3 | $2K | Buy |
+176
| New | +$2K | ﹤0.01% | 2441 |
|