Bartlett & Co Wealth Management’s Middleby MIDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.5K | Buy |
191
+24
| +14% | +$3.46K | ﹤0.01% | 757 |
|
|
2025
Q1 | $25.4K | Hold |
167
| – | – | ﹤0.01% | 781 |
|
|
2024
Q4 | $22.6K | Hold |
167
| – | – | ﹤0.01% | 789 |
|
|
2024
Q3 | $23.2K | Hold |
167
| – | – | ﹤0.01% | 793 |
|
|
2024
Q2 | $20.5K | Hold |
167
| – | – | ﹤0.01% | 814 |
|
|
2024
Q1 | $26.9K | Hold |
167
| – | – | ﹤0.01% | 772 |
|
|
2023
Q4 | $24.9K | Hold |
167
| – | – | ﹤0.01% | 840 |
|
|
2023
Q3 | $21.4K | Hold |
167
| – | – | ﹤0.01% | 809 |
|
|
2023
Q2 | $24.7K | Hold |
167
| – | – | ﹤0.01% | 783 |
|
|
2023
Q1 | $24.5K | Hold |
167
| – | – | ﹤0.01% | 681 |
|
|
2022
Q4 | $22.4K | Hold |
167
| – | – | ﹤0.01% | 705 |
|
|
2022
Q3 | $21.4K | Hold |
167
| – | – | ﹤0.01% | 689 |
|
|
2022
Q2 | $20.9K | Hold |
167
| – | – | ﹤0.01% | 730 |
|
|
2022
Q1 | $27.4K | Buy |
+167
| New | +$27.4K | ﹤0.01% | 682 |
|
|
2021
Q4 | – | Sell |
-167
| Closed | -$28.5K | – | 690 |
|
|
2021
Q3 | $28.5K | Hold |
167
| – | – | ﹤0.01% | 591 |
|
|
2021
Q2 | $28.9K | Hold |
167
| – | – | ﹤0.01% | 591 |
|
|
2021
Q1 | $27.7K | Hold |
167
| – | – | ﹤0.01% | 630 |
|
|
2020
Q4 | $21.5K | Hold |
167
| – | – | ﹤0.01% | 657 |
|
|
2020
Q3 | $15K | Hold |
167
| – | – | ﹤0.01% | 647 |
|
|
2020
Q2 | $13.2K | Hold |
167
| – | – | ﹤0.01% | 655 |
|
|
2020
Q1 | $9.5K | Hold |
167
| – | – | ﹤0.01% | 663 |
|
|
2019
Q4 | $18.3K | Hold |
167
| – | – | ﹤0.01% | 665 |
|
|
2019
Q3 | $19.5K | Buy |
+167
| New | +$19.5K | ﹤0.01% | 657 |
|