Carson Wealth (CWM LLC)’s Middleby MIDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $69K | Sell |
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|
2025
Q2 | $99K | Sell |
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|
2025
Q1 | $132K | Sell |
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|
2024
Q4 | $129K | Buy |
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|
2024
Q3 | $84K | Buy |
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|
2024
Q2 | $69K | Sell |
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|
2024
Q1 | $111K | Buy |
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|
2023
Q4 | $75K | Buy |
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|
2023
Q3 | $36K | Buy |
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|
2023
Q2 | $41K | Buy |
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|
2023
Q1 | $30K | Buy |
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|
2022
Q4 | $25K | Sell |
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|
2022
Q3 | $24K | Sell |
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|
2022
Q2 | $44K | Sell |
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|
2022
Q1 | $104K | Buy |
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|
2021
Q4 | $87K | Buy |
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|
2021
Q2 | $34K | Hold |
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|
2021
Q1 | $34K | Hold |
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|
2020
Q4 | $34K | Hold |
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|
2020
Q3 | $34K | Hold |
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|
2020
Q2 | $34K | Hold |
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|
2020
Q1 | $34K | Hold |
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|
2019
Q4 | $34K | Hold |
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|
2019
Q3 | $34K | Hold |
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|
2019
Q2 | $34K | Hold |
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|
2019
Q1 | $34K | Buy |
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|
2018
Q4 | $9K | Sell |
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|
2018
Q3 | $17K | Sell |
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|
2018
Q2 | $15K | Buy |
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|
2018
Q1 | $10K | Sell |
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|
2017
Q4 | $13K | Buy |
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|
2017
Q3 | $8K | Buy |
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|
2017
Q2 | $2K | Hold |
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|
2017
Q1 | $2K | Buy |
|