Creative Planning’s Middleby MIDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
7,528
-39
| -0.5% | -$5.62K | ﹤0.01% | 1781 |
|
|
2025
Q1 | $1.15M | Sell |
7,567
-18
| -0.2% | -$2.74K | ﹤0.01% | 1608 |
|
|
2024
Q4 | $1.03M | Buy |
7,585
+28
| +0.4% | +$3.79K | ﹤0.01% | 1621 |
|
|
2024
Q3 | $1.05M | Sell |
7,557
-143
| -2% | -$19.9K | ﹤0.01% | 1476 |
|
|
2024
Q2 | $944K | Buy |
7,700
+492
| +7% | +$60.3K | ﹤0.01% | 1441 |
|
|
2024
Q1 | $1.16M | Buy |
7,208
+415
| +6% | +$66.7K | ﹤0.01% | 1236 |
|
|
2023
Q4 | $1,000K | Buy |
6,793
+1,330
| +24% | +$196K | ﹤0.01% | 1227 |
|
|
2023
Q3 | $699K | Sell |
5,463
-134
| -2% | -$17.2K | ﹤0.01% | 1340 |
|
|
2023
Q2 | $827K | Buy |
5,597
+192
| +4% | +$28.4K | ﹤0.01% | 1229 |
|
|
2023
Q1 | $792K | Buy |
5,405
+208
| +4% | +$30.5K | ﹤0.01% | 1192 |
|
|
2022
Q4 | $696K | Sell |
5,197
-909
| -15% | -$122K | ﹤0.01% | 1230 |
|
|
2022
Q3 | $783K | Buy |
6,106
+712
| +13% | +$91.3K | ﹤0.01% | 1066 |
|
|
2022
Q2 | $676K | Buy |
5,394
+3,123
| +138% | +$391K | ﹤0.01% | 1144 |
|
|
2022
Q1 | $372K | Buy |
2,271
+110
| +5% | +$18K | ﹤0.01% | 1498 |
|
|
2021
Q4 | $425K | Hold |
2,161
| – | – | ﹤0.01% | 1401 |
|
|
2021
Q3 | $368K | Buy |
2,161
+432
| +25% | +$73.6K | ﹤0.01% | 1477 |
|
|
2021
Q2 | $300K | Sell |
1,729
-1,684
| -49% | -$292K | ﹤0.01% | 1556 |
|
|
2021
Q1 | $566K | Hold |
3,413
| – | – | ﹤0.01% | 1332 |
|
|
2020
Q4 | $440K | Hold |
3,413
| – | – | ﹤0.01% | 1367 |
|
|
2020
Q3 | $306K | Buy |
+3,413
| New | +$306K | ﹤0.01% | 1395 |
|
|
2020
Q1 | – | Sell |
-3,279
| Closed | -$359K | – | 1851 |
|
|
2019
Q4 | $359K | Sell |
3,279
-15
| -0.5% | -$1.64K | ﹤0.01% | 1289 |
|
|
2019
Q3 | $385K | Hold |
3,294
| – | – | ﹤0.01% | 1213 |
|
|
2019
Q2 | $447K | Sell |
3,294
-157
| -5% | -$21.3K | ﹤0.01% | 1139 |
|
|
2019
Q1 | $449K | Sell |
3,451
-32
| -0.9% | -$4.16K | ﹤0.01% | 1089 |
|
|
2018
Q4 | $358K | Sell |
3,483
-777
| -18% | -$79.9K | ﹤0.01% | 1128 |
|
|
2018
Q3 | $551K | Buy |
4,260
+629
| +17% | +$81.4K | ﹤0.01% | 1017 |
|
|
2018
Q2 | $379K | Sell |
3,631
-110
| -3% | -$11.5K | ﹤0.01% | 1222 |
|
|
2018
Q1 | $463K | Buy |
3,741
+511
| +16% | +$63.2K | ﹤0.01% | 1112 |
|
|
2017
Q4 | $436K | Sell |
3,230
-1,251
| -28% | -$169K | ﹤0.01% | 1145 |
|
|
2017
Q3 | $574K | Buy |
4,481
+1,000
| +29% | +$128K | ﹤0.01% | 971 |
|
|
2017
Q2 | $423K | Sell |
3,481
-1,261
| -27% | -$153K | ﹤0.01% | 1091 |
|
|
2017
Q1 | $647K | Buy |
4,742
+76
| +2% | +$10.4K | ﹤0.01% | 848 |
|
|
2016
Q4 | $601K | Sell |
4,666
-182
| -4% | -$23.4K | ﹤0.01% | 838 |
|
|
2016
Q3 | $599K | Sell |
4,848
-612
| -11% | -$75.6K | ﹤0.01% | 798 |
|
|
2016
Q2 | $629K | Buy |
5,460
+1,458
| +36% | +$168K | ﹤0.01% | 682 |
|
|
2016
Q1 | $427K | Sell |
4,002
-1,041
| -21% | -$111K | ﹤0.01% | 818 |
|
|
2015
Q4 | $544K | Buy |
5,043
+1,090
| +28% | +$118K | ﹤0.01% | 708 |
|
|
2015
Q3 | $416K | Buy |
+3,953
| New | +$416K | ﹤0.01% | 807 |
|
|
2015
Q2 | – | Sell |
-3,912
| Closed | -$402K | – | 2139 |
|
|
2015
Q1 | $402K | Sell |
3,912
-821
| -17% | -$84.4K | ﹤0.01% | 834 |
|
|
2014
Q4 | $469K | Buy |
4,733
+1,094
| +30% | +$108K | ﹤0.01% | 727 |
|
|
2014
Q3 | $321K | Buy |
3,639
+300
| +9% | +$26.5K | ﹤0.01% | 834 |
|
|
2014
Q2 | $276K | Buy |
3,339
+999
| +43% | +$82.6K | ﹤0.01% | 872 |
|
|
2014
Q1 | $206K | Buy |
2,340
+1,770
| +311% | +$156K | ﹤0.01% | 983 |
|
|
2013
Q4 | $46K | Buy |
570
+390
| +217% | +$31.5K | ﹤0.01% | 1660 |
|
|
2013
Q3 | $13K | Sell |
180
-870
| -83% | -$62.8K | ﹤0.01% | 2319 |
|
|
2013
Q2 | $60K | Buy |
+1,050
| New | +$60K | ﹤0.01% | 1277 |
|