Summit Wealth Group’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 | $352K | Buy |
4,430
+15
| +0.3% | +$1.19K | 0.09% | 78 |
|
|
2025
Q1 | $336K | Buy |
4,415
+47
| +1% | +$3.58K | 0.1% | 76 |
|
|
2024
Q4 | $347K | Buy |
4,368
+11
| +0.3% | +$874 | 0.1% | 67 |
|
|
2024
Q3 | $323K | Buy |
4,357
+11
| +0.3% | +$815 | 0.09% | 71 |
|
|
2024
Q2 | $247K | Buy |
+4,346
| New | +$247K | 0.07% | 84 |
|