Caldwell Trust’s Middleby MIDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.3K | Hold |
106
|
|
||||
|
2025
Q1 | $16.1K | Sell |
106
-75
|
|
||||
|
2024
Q4 | $24.5K | Hold |
181
|
|
||||
|
2024
Q3 | $25.2K | Hold |
181
|
|
||||
|
2024
Q2 | $22.2K | Hold |
181
|
|
||||
|
2024
Q1 | $29.1K | Hold |
181
|
|
||||
|
2023
Q4 | $26.6K | Hold |
181
|
|
||||
|
2023
Q3 | $23.2K | Sell |
181
-47
|
|
||||
|
2023
Q2 | $33.7K | Sell |
228
-25
|
|
||||
|
2023
Q1 | $37.1K | Hold |
253
|
|
||||
|
2022
Q4 | $33.9K | Hold |
253
|
|
||||
|
2022
Q3 | $32.4K | Hold |
253
|
|
||||
|
2022
Q2 | $31.7K | Hold |
253
|
|
||||
|
2022
Q1 | $41.5K | Hold |
253
|
|
||||
|
2021
Q4 | $49.8K | Hold |
253
|
|
||||
|
2021
Q3 | $43.1K | Hold |
253
|
|
||||
|
2021
Q2 | $43.8K | Hold |
253
|
|
||||
|
2021
Q1 | $41.9K | Hold |
253
|
|
||||
|
2020
Q4 | $32.6K | Hold |
253
|
|
||||
|
2020
Q3 | $22.7K | Hold |
253
|
|
||||
|
2020
Q2 | $20K | Hold |
253
|
|
||||
|
2020
Q1 | $14.4K | Hold |
253
|
|
||||
|
2019
Q4 | $27.7K | Buy |
+253
|
|