Beverly Hills Private Wealth’s Middleby MIDD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$346K Sell
2,400
-215
-8% -$31K 0.06% 233
2025
Q1
$397K Sell
2,615
-4
-0.2% -$608 0.08% 202
2024
Q4
$355K Sell
2,619
-428
-14% -$58K 0.07% 220
2024
Q3
$424K Buy
+3,047
New +$424K 0.09% 205