Corient 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 | $1.4M | Buy |
9,727
+1,375
| +16% | +$198K | ﹤0.01% | 1266 |
|
|
2025
Q1 | $1.27M | Buy |
8,352
+718
| +9% | +$109K | ﹤0.01% | 1180 |
|
|
2024
Q4 | $1.03M | Sell |
7,634
-473
| -6% | -$64.1K | ﹤0.01% | 1308 |
|
|
2024
Q3 | $1.13M | Buy |
8,107
+160
| +2% | +$22.3K | ﹤0.01% | 1327 |
|
|
2024
Q2 | $974K | Sell |
7,947
-7
| -0.1% | -$858 | ﹤0.01% | 1339 |
|
|
2024
Q1 | $1.28M | Buy |
7,954
+130
| +2% | +$20.9K | ﹤0.01% | 1226 |
|
|
2023
Q4 | $1.15M | Buy |
7,824
+361
| +5% | +$53.1K | ﹤0.01% | 1227 |
|
|
2023
Q3 | $955K | Buy |
7,463
+530
| +8% | +$67.8K | ﹤0.01% | 1198 |
|
|
2023
Q2 | $1.02M | Sell |
6,933
-2,382
| -26% | -$352K | ﹤0.01% | 1139 |
|
|
2023
Q1 | $1.37M | Buy |
9,315
+2,160
| +30% | +$317K | ﹤0.01% | 970 |
|
|
2022
Q4 | $958K | Buy |
+7,155
| New | +$958K | ﹤0.01% | 925 |
|