Beacon Investment Advisory Services’s Middleby MIDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Hold |
1,463
| – | – | 0.01% | 238 |
|
|
2025
Q1 | $222K | Buy |
+1,463
| New | +$222K | 0.01% | 222 |
|
|
2024
Q4 | – | Sell |
-1,463
| Closed | -$204K | – | 257 |
|
|
2024
Q3 | $204K | Buy |
+1,463
| New | +$204K | 0.01% | 247 |
|
|
2024
Q2 | – | Sell |
-1,463
| Closed | -$235K | – | 268 |
|
|
2024
Q1 | $235K | Hold |
1,463
| – | – | 0.01% | 244 |
|
|
2023
Q4 | $215K | Buy |
+1,463
| New | +$215K | 0.01% | 254 |
|
|
2023
Q3 | – | Sell |
-1,463
| Closed | -$216K | – | 278 |
|
|
2023
Q2 | $216K | Hold |
1,463
| – | – | 0.01% | 264 |
|
|
2023
Q1 | $214K | Buy |
+1,463
| New | +$214K | 0.01% | 261 |
|
|
2022
Q2 | – | Sell |
-1,463
| Closed | -$240K | – | 297 |
|
|
2022
Q1 | $240K | Hold |
1,463
| – | – | 0.01% | 273 |
|
|
2021
Q4 | $288K | Hold |
1,463
| – | – | 0.01% | 261 |
|
|
2021
Q3 | $249K | Hold |
1,463
| – | – | 0.01% | 269 |
|
|
2021
Q2 | $253K | Hold |
1,463
| – | – | 0.01% | 278 |
|
|
2021
Q1 | $242K | Buy |
+1,463
| New | +$242K | 0.01% | 274 |
|
|
2017
Q4 | – | Sell |
-1,801
| Closed | -$231K | – | 259 |
|
|
2017
Q3 | $231K | Buy |
+1,801
| New | +$231K | 0.02% | 243 |
|