Carson Wealth (CWM LLC)’s Middleby MIDD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99K | Sell |
687
-179
| -21% | -$25.8K | ﹤0.01% | 2731 |
|
|
2025
Q1 | $132K | Sell |
866
-86
| -9% | -$13.1K | ﹤0.01% | 2197 |
|
|
2024
Q4 | $129K | Buy |
952
+347
| +57% | +$47K | ﹤0.01% | 2113 |
|
|
2024
Q3 | $84K | Buy |
605
+46
| +8% | +$6.39K | ﹤0.01% | 2307 |
|
|
2024
Q2 | $69K | Sell |
559
-133
| -19% | -$16.4K | ﹤0.01% | 2234 |
|
|
2024
Q1 | $111K | Buy |
692
+182
| +36% | +$29.2K | ﹤0.01% | 1816 |
|
|
2023
Q4 | $75K | Buy |
510
+227
| +80% | +$33.4K | ﹤0.01% | 1926 |
|
|
2023
Q3 | $36K | Buy |
283
+3
| +1% | +$382 | ﹤0.01% | 2286 |
|
|
2023
Q2 | $41K | Buy |
280
+72
| +35% | +$10.5K | ﹤0.01% | 2119 |
|
|
2023
Q1 | $30K | Buy |
208
+24
| +13% | +$3.46K | ﹤0.01% | 2224 |
|
|
2022
Q4 | $25K | Sell |
184
-4
| -2% | -$543 | ﹤0.01% | 2205 |
|
|
2022
Q3 | $24K | Sell |
188
-163
| -46% | -$20.8K | ﹤0.01% | 2113 |
|
|
2022
Q2 | $44K | Sell |
351
-282
| -45% | -$35.4K | ﹤0.01% | 1683 |
|
|
2022
Q1 | $104K | Buy |
633
+193
| +44% | +$31.7K | ﹤0.01% | 1312 |
|
|
2021
Q4 | $87K | Buy |
+440
| New | +$87K | ﹤0.01% | 1343 |
|
|
2021
Q2 | $34K | Hold |
196
| – | – | ﹤0.01% | 1560 |
|
|
2021
Q1 | $34K | Hold |
196
| – | – | ﹤0.01% | 1560 |
|
|
2020
Q4 | $34K | Hold |
196
| – | – | ﹤0.01% | 1560 |
|
|
2020
Q3 | $34K | Hold |
196
| – | – | ﹤0.01% | 1560 |
|
|
2020
Q2 | $34K | Hold |
196
| – | – | ﹤0.01% | 1560 |
|
|
2020
Q1 | $34K | Hold |
196
| – | – | ﹤0.01% | 1560 |
|
|
2019
Q4 | $34K | Hold |
196
| – | – | ﹤0.01% | 1560 |
|
|
2019
Q3 | $34K | Hold |
196
| – | – | ﹤0.01% | 1560 |
|
|
2019
Q2 | $34K | Hold |
196
| – | – | ﹤0.01% | 1560 |
|
|
2019
Q1 | $34K | Buy |
196
+108
| +123% | +$18.7K | ﹤0.01% | 1560 |
|
|
2018
Q4 | $9K | Sell |
88
-47
| -35% | -$4.81K | ﹤0.01% | 1364 |
|
|
2018
Q3 | $17K | Sell |
135
-13
| -9% | -$1.64K | ﹤0.01% | 994 |
|
|
2018
Q2 | $15K | Buy |
148
+70
| +90% | +$7.1K | ﹤0.01% | 894 |
|
|
2018
Q1 | $10K | Sell |
78
-19
| -20% | -$2.44K | ﹤0.01% | 851 |
|
|
2017
Q4 | $13K | Buy |
97
+32
| +49% | +$4.29K | ﹤0.01% | 821 |
|
|
2017
Q3 | $8K | Buy |
65
+48
| +282% | +$5.91K | ﹤0.01% | 947 |
|
|
2017
Q2 | $2K | Hold |
17
| – | – | ﹤0.01% | 1016 |
|
|
2017
Q1 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 994 |
|