WR Wealth Planners’s Mohawk Industries MHK Stock Holding History

WR Wealth Planners’s Portfolio MHK Stock Details MHK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$4.41K	Hold	37	–	–	﹤0.01%	725
2024 Q3	$5.95K	Buy	37 +2	+6%	+$288	﹤0.01%	712
2024 Q2	$3.98K	Hold	35	–	–	﹤0.01%	758
2024 Q1	$4.58K	Buy	+35	New	+$3.93K	﹤0.01%	735
2023 Q4	–	Sell	-35	Closed	-$3K	–	591
2023 Q3	$3K	Hold	35	–	–	﹤0.01%	732
2023 Q2	$3.61K	Sell	35 -35	-50%	-$3.43K	﹤0.01%	721
2023 Q1	$7.01K	Hold	70	–	–	﹤0.01%	632
2022 Q4	$7.16K	Hold	70	–	–	﹤0.01%	300
2022 Q3	$6.38K	Hold	70	–	–	﹤0.01%	298
2022 Q2	$8.69K	Hold	70	–	–	0.01%	295
2022 Q1	$8.69K	Buy	+70	New	+$10.5K	0.01%	315

Other funds holding MHK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WR Wealth Planners's MHK Position: Q4 2024 in Review

WR Wealth Planners held its Mohawk Industries (MHK) position steady in Q4 2024 at 37 shares worth $4.41K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

WR Wealth Planners first reported a position in MHK in Q1 2022 and has held it in 11 quarters since. The position peaked at $8.69K in Q1 2022. 482 funds tracked by Wall St. Rank hold MHK as of Q4 2024.

WR Wealth Planners held 37 shares of Mohawk Industries worth $4.41K as of Q4 2024.
WR Wealth Planners left its Mohawk Industries share count unchanged in Q4 2024.
Mohawk Industries made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #725 holding.
WR Wealth Planners first reported a position in Mohawk Industries in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Mohawk Industries position peaked at $8.69K in Q1 2022.
482 funds tracked by Wall St. Rank held Mohawk Industries as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.