Williams Jones 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 | $439K | Hold |
5,524
| – | – | 0.01% | 370 |
|
|
2025
Q1 | $421K | Hold |
5,524
| – | – | 0.01% | 360 |
|
|
2024
Q4 | $438K | Hold |
5,524
| – | – | 0.01% | 365 |
|
|
2024
Q3 | $409K | Hold |
5,524
| – | – | ﹤0.01% | 392 |
|
|
2024
Q2 | $315K | Hold |
5,524
| – | – | ﹤0.01% | 405 |
|
|
2024
Q1 | $298K | Hold |
5,524
| – | – | ﹤0.01% | 433 |
|
|
2023
Q4 | $260K | Hold |
5,524
| – | – | ﹤0.01% | 440 |
|
|
2023
Q3 | $208K | Hold |
5,524
| – | – | ﹤0.01% | 484 |
|
|
2023
Q2 | $241K | Hold |
5,524
| – | – | ﹤0.01% | 452 |
|
|
2023
Q1 | $203K | Buy |
+5,524
| New | +$203K | ﹤0.01% | 515 |
|