Venturi Wealth Management’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 | $14.2M | Sell |
178,622
-2,361
| -1% | -$188K | 0.7% | 47 |
|
|
2025
Q1 | $13.8M | Buy |
180,983
+7,655
| +4% | +$583K | 0.72% | 41 |
|
|
2024
Q4 | $13.8M | Sell |
173,328
-3,273
| -2% | -$260K | 0.68% | 40 |
|
|
2024
Q3 | $13.1M | Sell |
176,601
-34,365
| -16% | -$2.55M | 0.69% | 46 |
|
|
2024
Q2 | $12M | Sell |
210,966
-2,374
| -1% | -$135K | 0.71% | 41 |
|
|
2024
Q1 | $11.5M | Sell |
213,340
-2,296
| -1% | -$124K | 0.74% | 43 |
|
|
2023
Q4 | $10.2M | Buy |
215,636
+3,346
| +2% | +$158K | 0.72% | 43 |
|
|
2023
Q3 | $7.98M | Buy |
+212,290
| New | +$7.98M | 0.63% | 46 |
|