Allworth Financial’s Middleby MIDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.8K | Buy |
207
+130
| +169% | +$18.7K | ﹤0.01% | 2252 |
|
|
2025
Q1 | $10.2K | Sell |
77
-55
| -42% | -$7.28K | ﹤0.01% | 2413 |
|
|
2024
Q4 | $19K | Sell |
132
-2
| -1% | -$287 | ﹤0.01% | 2138 |
|
|
2024
Q3 | $18.6K | Sell |
134
-8
| -6% | -$1.11K | ﹤0.01% | 1957 |
|
|
2024
Q2 | $18K | Buy |
142
+118
| +492% | +$15K | ﹤0.01% | 1949 |
|
|
2024
Q1 | $3.86K | Buy |
24
+4
| +20% | +$643 | ﹤0.01% | 2513 |
|
|
2023
Q4 | $2.94K | Sell |
20
-29
| -59% | -$4.27K | ﹤0.01% | 2501 |
|
|
2023
Q3 | $6.27K | Buy |
49
+13
| +36% | +$1.66K | ﹤0.01% | 2017 |
|
|
2023
Q2 | $5.32K | Hold |
36
| – | – | ﹤0.01% | 2069 |
|
|
2023
Q1 | $5.28K | Hold |
36
| – | – | ﹤0.01% | 2013 |
|
|
2022
Q4 | $4.82K | Buy |
36
+13
| +57% | +$1.74K | ﹤0.01% | 1908 |
|
|
2022
Q3 | $3K | Buy |
23
+3
| +15% | +$391 | ﹤0.01% | 2043 |
|
|
2022
Q2 | $3K | Sell |
20
-4,403
| -100% | -$660K | ﹤0.01% | 1909 |
|
|
2022
Q1 | $725K | Sell |
4,423
-142
| -3% | -$23.3K | 0.01% | 341 |
|
|
2021
Q4 | $898K | Buy |
4,565
+957
| +27% | +$188K | 0.01% | 300 |
|
|
2021
Q3 | $615K | Sell |
3,608
-2,434
| -40% | -$415K | 0.01% | 302 |
|
|
2021
Q2 | $1.05M | Buy |
6,042
+1,284
| +27% | +$223K | 0.02% | 185 |
|
|
2021
Q1 | $789K | Buy |
4,758
+4,745
| +36,500% | +$787K | 0.02% | 190 |
|
|
2020
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 1177 |
|
|
2020
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 1109 |
|
|
2020
Q2 | $1K | Sell |
13
-4
| -24% | -$308 | ﹤0.01% | 1112 |
|
|
2020
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 1158 |
|
|
2019
Q4 | $2K | Hold |
17
| – | – | ﹤0.01% | 918 |
|
|
2019
Q3 | $2K | Hold |
17
| – | – | ﹤0.01% | 831 |
|
|
2019
Q2 | $2K | Hold |
17
| – | – | ﹤0.01% | 824 |
|
|
2019
Q1 | $2K | Buy |
17
+4
| +31% | +$471 | ﹤0.01% | 839 |
|
|
2018
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 818 |
|
|
2018
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 798 |
|
|
2018
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 893 |
|
|
2018
Q1 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 713 |
|